By: on 5 hours ago
Pretty sure most writers on this topic would have started here. But hey… better late than never? I thought it would be helpful and important to put together a list of things to look out for, questions to ask, and information you should know before actually signing the agreement: The main question you should ask is if the advisor is obligated to live up to a “Fiduciary Standard” this means that they would be legally obligated to do what’s in your best interest… and be able to prove tha...
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By: on May 13, 2021
Veronica Karas is a CERTIFIED FINANCIAL PLANNERTM Professional who has been in the finance industry for over a decade. She began her career in life insurance then quickly moved into investment research before grabbing the opportunity to pursue her passion for financial planning. She enjoys the variety of helping clients from all walks of life achieve their financial goals and works with individuals and couples to minimize their tax burdens, maximize their savings and investment earnings, underst...
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By: on May 6, 2021
Today I thought I’d touch on a funky subject – FEES. As an Advisor, I often get asked about fees. So let’s discuss all the different types of fees that are likely built into your typical investment account – and yes, you should be concerned and ask about all of them, always. 1. Expense Ratio or Internal Expenses It costs money to put together a mutual fund. To pay these costs, mutual funds charge operating expenses. The total cost of the fund is expressed as an expense ratio. A fund with an e...
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By: on May 3, 2021
I am way too tired from this weekend to come up with a really fancy title for this post.. so here goes.. straight and to the point. The greatest benefit of a
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By: on April 29, 2021
Owning a home used to be a virtual requirement in attaining the so-called American dream. But that was when people drove 2-ton cars, smoked on airplanes and watched live television. Buying is a smart choice for many people, but it isn’t always the best deal, depending on the market where you live and factors such as how long you plan to stay in your home and the size of the home you want to purchase compared to where you’re renting. Before you commit to Buying, factor in the following points:...
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By: on April 28, 2021
Today I thought I’d touch on a funky subject – FEES. As an Financial Adviser, I often get asked about fees. So let’s discuss all the different types of fees that are likely built into your typical investment account – and yes, you should be concerned and ask about all of them, always. 1. Expense Ratio or Internal Expenses It costs money to put together a mutual fund. To pay these costs, mutual funds charge operating expenses. The total cost of the fund is expressed as an expense ratio. A fund...
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