Posts tagged fee only financial planning
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.

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Fee-Only Financial Advice, Financial Planning, Financial TipsPhillip R. ChristensonPhillip James Financialfinancial plan, Financial Planning Advice, financial planning plymouth, fee only financial planning
Focus on Fiduciary

What do you think about when you hear the words “financial advisor”?

High pressure sales techniques, obscure products with hidden fees, secret incentives to agents – the list is long and rather unflattering. How did we get here? And, more importantly, how can you choose the right professional to partner with if you don’t want to undertake managing your own money?

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Fiduciary, Fee-Only Financial Advice, Financial AdvisorsPhillip R. ChristensonPhillip James FinancialFiduciary, fiduciary financial advisor, fee only financial planning
Financial Planning 101: Know What You Want

If you are thinking about a financial plan, start with some soul-searching.

Simple automated retirement calculators are everywhere these days. Just run a quick Internet search, and the tools might just convince you that financial planning is all about filling in the blanks.

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Financial Advisors, Financial Plan, Financial PlanningPhillip R. ChristensonPhillip James Financialfee only financial planning, Financial Planning, Financial Plan Plymouth
Nobel laureate: Everyone should have a financial adviser

Nobel Prize winning Robert Shiller spoke at a virtual conference about the virtues of a good financial planner.  He said that much of the recent financial crisis could have been avoided if more people had financial advisors.  He went on to say that the low and middle class need financial planners just as much as the wealthy, comparing it to health care.

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News CommentaryPhillip R. Christensonrobert shiller, shiller case, fee only financial planning