Fee-Only vs. Fee-Based Financial Advisor

Fee-Based vs. Fee-Only Financial Advisors At its simplest, Fee-Only advisors only get compensation directly from their clients.  Fee-Based advisors can charge their clients fees, but they can also get a commission on insurance sales and revenue sharing based on investment options chosen. Imagine you go to the doctor, and the doctor does not charge you …

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What To Do With Your Old 401k/403b/Employer Plan

What should you do with an old 401k/403b/Employer plan?  You have options. It seems like this is coming up more and more as people seem to change employers more and more.  Some people have so many old employer plans that it seems they are 401k “collectors”.  Retirement planning is complicated enough without adding unnecessary accounts …

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Taxes and Retirement

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