Subtitle: Educators Challenged Tax-sheltered Annuities and WIN! Notice to readers. These chapters are an early version of this book without the 17 appendices, glossary, financial pod casts and other information in the 2nd half of the book. For the finished and completed published book, go to the home page and obtain the free pdf, click …
Continuing the discussion, locating a financial adviser who looks after your best interest Choosing a financial adviser is one of life’s major decisions that could cost you thousands of dollars in investment fees over many years, if you don’t do your due diligence. As you know Dan and I have our money in Vanguard because …
Fee-only Fiduciary Financial Advisers, discussion continues. Read More »
Hello, Below is information we gave out to the participants at the last financial workshop. The first is a list of compiled comments I have heard over the years from financial sales pitches versus objective information from a fiduciary. If you have additional comments you heard from financial sale force, please post what you heard …
Finding and Evaluating a Genuine Fee-only Fiduciary Financial Adviser Read More »