Do you know how your financial advisor is compensated? Two common forms of financial advisor compensation are called ”fee-only” and “fee-based.” They sound very similar, but they have vastly different meanings. Whether your advisor is “Fee-Only” or “Fee-Based” can have a huge impact on the type of advice you are provided and the types of… Read More
What is a Fiduciary and Why Does it Matter?
You may be reading this article if you are looking for a financial advisor but not quite sure which one to choose or what issues to consider before hiring one. A good starting point is to determine if your potential financial advisor is working under a fiduciary standard and legally bound to act in your… Read More
How Do I Choose A Financial Advisor?
We believe that when choosing a financial advisor you should consider the following attributes: 1. Choose a financial advisor that is also a Certified Financial Planner (CFP®). This is considered the premier designation in the financial industry. A financial planner with this designation has passed a 10 hour board certified exam, has 3 plus years… Read More
The Seven Benefits Of A Corporate Trustee
If you have a trust, you likely have named yourself as the current trustee and your spouse or partner as the co-trustee. If you were to become incapacitated or die, your spouse or significant other would then serve as your successor trustee. But what do you do in the case where you or your successor trustee… Read More
Why Your Investments May Not Be Working For You
This article was written by a special guest author and colleague, Greg Geiger. Greg is a Principal of Financial Fiduciaries which is a fee-only investment advisory firm, registered with the National Association of Personal Financial Advisors (NAPFA), offering planning and investment services to individuals and institutions throughout Wisconsin. Our knowledgeable, experienced professionals serve as your advocate, helping… Read More
