Dec
10

Avoiding 8 Big Mistakes in Retirement

Tens of millions of Americans are looking forward to the day they retire. Others enjoy their profession and can’t imagine a life without work. Yet, even those folks recognize that one day they won’t wake up on a Monday and head into the office. In either case, a common goal is present — a comfortable […]

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Dec
14

Should My Financial Planner or Advisor Charge Me a Fee on Uninvested Cash?

posted on December 14th 2016 in Fort Worth CFP Team Posts with 0 Comments

Financial Advisor Fee Structure, Should My Financial Planner or Advisor Charge Me a Fee on Uninvested Cash?

The answer to this question is not as simple as you might expect. Depending on the circumstances, the answer could be yes or no. I’ll help you understand those circumstances! What is the Difference Between Fee-Based, Commission-Based or Fee-Only? Critical to answering the question is an understanding of the difference between a fee-based advisor and […]

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