Did you know that as of October 1st, 2019 all CFP’s are required to act as a fiduciary? Ever wondered if your CFP was putting your needs (or the company’s) first? Now, they have to tell you. Even Northwestern Mutual.
If you have disability insurance from Northwestern Mutual (or are considering it), this post is a must read.
I’m often asked how doctors can know whether the disability insurance policy they have been offered (or already have) is any good. This comprehensive post goes a long way towards figuring that out. Break out your policy, and find out if you need to make a change!
This is a guest post written by Dr. John Lim who is a well-known author in the personal finance world. He often writes for the Humble Dollar and has submitted guest posts to multiple WCI Network partners. Dr. Lim is in the process of creating a personal finance curriculum for his residents in Reno, NV. … Read more
Have you ever wanted a financial checklist to make sure you are starting off on the right foot? Well, this guest post written by a fee-only financial planner should point you in the right direction!
Accumulating a decent savings isn’t actually the hard part… the hard part is keeping enough of it around to last during retirement. Will you fall to sequence of return risk? Or will you be prepared with the best asset allocation?
When someone asks “How does my financial advisor get paid” it should be a relatively easy question to answer and understand. Unfortunately, that’s not the case much of the time. Fortunately, this post will not only answer that, but provide you an awesome chart to see exactly where conflicts of interest exist in all of the most common financial advisory models!
Today’s guest post is written about the conflicts of interest and hidden costs involved when purchasing a home. We will discuss realtors, mortgage brokers, mortgage bankers, and the differences between each of them. As someone looking to buy a home, this was a helpful post to me!
