Blog tagged as Fee-Only

The Benefits of Flat Fee Financial Advice & Planning

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.
12/07/2023 10:03 AM - Comment(s)

The Benefits of Advice-Only Financial Planning

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Navigating personal finance can be overwhelming, and many individuals seek expert guidance to make informed decisions about their financial future. While many financial advisors bundle financial planning with investment management, there is another model that is growing in popularity: advice-only fi...

08/09/2023 02:43 PM - Comment(s)

There's Financial Planning and Then There's REAL Financial Planning

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

When you look for a financial advisor, you have choices for your financial planning. Make sure you choose REAL financial planning.
05/24/2023 02:12 PM - Comment(s)

What are Your Investments Really Costing You?

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

In a more recent “race to zero,” many providers are now touting commission-free trading. But is that trading really free?
10/22/2021 08:00 AM - Comment(s)

Why Choose a Fee-Only Financial Planner or Advisor?

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

If you’re considering hiring a financial planner or financial advisor, it’s important to understand the difference between a salesperson and a fiduciary.
09/28/2020 09:00 AM - Comment(s)