May 15, 2019
Consumer Reports asked etiquette experts—Diane Gottsman and Julia Esteve Boyd—to recommend which service providers to tip, and the amount. These suggested tips represent their combined recommendation, summarized in the graphic below.
May 15, 2019
It’s always a bit of a Deja vu moment for me when I wind up in a situation where I have to give myself the same advice I give to clients. When I speak to clients, I often say the words: “I understand,” though I may have never had that particular experience. It’s an attempt at empathy; acknowledging that I realize you’re in the process of making a difficult decision.
May 15, 2019
Many investors aren’t aware of the concept of fee-only financial planning, so we’re sending along the article below from Financial Planning Magazine1 because it’s the best one we’ve seen written on the subject in years.
Written by Bob Veres, a well-respected industry observer for decades, it’s clearly sarcastic in tone. It’s intent, however, is to point out the players in the personal finance marketplace and the incentives behind their compensation.
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