by atbeaty | Jul 27, 2020 | Financial Planning
8 Questions to Ask Your Advisor Before you can entrust your financial future with your financial advisor, there are a series of questions you should be asking them. It is important to understand if they have your best interest in mind, how they are begin compensated,...
by atbeaty | Oct 21, 2019 | Financial Planning
What is a Fiduciary? Fi – du – ci – ar – y Wikipedia defines fiduciary as, “A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. Typically, a fiduciary prudently takes care of money or other assets for another...
by atbeaty | Aug 19, 2019 | Financial Planning
Understanding Common Advisor Designations What does it all mean? Have you ever looked at someone’s business card or credentials and there appears to be a bowl of alphabet soup spilled behind their name? These credentials must be important, but what do they all stand...
by atbeaty | Aug 5, 2019 | Financial Planning
How Your Advisor Gets Paid When working with a professional to help you with your money and investments, you need to understand their motivation. Understanding your advisor’s incentives helps you to know why they are helping you and if what they are saying or doing is...
by atbeaty | Mar 2, 2019 | Cash Flow Mgmt, Financial Planning
Creating a Personal Net Worth Statement If you had a quick snapshot into your financial life, don’t you think you could make wiser decisions around your money? Net worth is a measure of financial health. Your main financial goal should be to increase your net worth...
by atbeaty | Feb 15, 2019 | Cash Flow Mgmt, Financial Planning
Emergency Funds – Why You Need One Yesterday No matter who you talk to in the financial world, you will always here that you need an emergency fund. The importance of an emergency fund cannot be overstated. Too often people back themselves into a financial...
