5 Signs That You Are Talking To The Wrong Financial Advisor

The tales of financial advisor fraud are like a car wreck: terrible to observe and impossible to look away. Here are 5 tips for avoiding your own financial wreck.

What is it about the stories of financial advisors gone rogue that captivates the imagination? Take this recent story in the news: a former New Jersey-based financial advisor was convicted of fraud for stealing his clients’ money and using it to pay his own mortgage, dine out, and buy sporting event tickets. In retrospect, the warning flags were there.

Fee-Only Financial Advice, Financial Planning, Financial TipsPhillip R. ChristensonSeptember 3, 2018Phillip James Financialfinancial plan, Financial Planning Advice, financial planning plymouth, fee only financial planning

Financial Planning 101: the Secrets of Measuring Risk

Between catastrophes, fake news and fear-mongering everywhere, it’s hard to know what we should worry about these days. Tornadoes and floods? Artificial Intelligence taking over the world? Iowa Hawkeyes winning the big game?

Financial Planning, Financial Plan, Fee-Only Financial AdvicePhillip R. ChristensonApril 6, 2018Phillip James FinancialFinancial Plan Plymouth, Financial Planning, Financial Planning Advice