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5 posts found
Is My Financial Advisor a Fiduciary?
Asking “Are you a fiduciary?” isn’t enough. Learn how to check pay structures, review Form ADV, and confirm your advisor truly puts...
Financial Planning
November 3, 2025
5 Reasons You Should Consider Firing Your Financial Advisor
If your advisor has never looked at your tax return, ignored your Medicare options, or never helped you with cash flow planning…...
Financial Planning
October 23, 2025
Your Retirement Confidence Checklist
The purpose of this guide is to help individuals and couples approaching retirement think critically about the key financial, tax, and lifestyle decisions...
Financial Planning
October 17, 2025
Flat-Fee Advisors Don’t Have Skin in the Game?” Let’s Talk About That
This one comes up a lot, and honestly, it’s a great question. On the surface, it sounds logical: if an advisor earns 1%...
Financial Planning
October 16, 2025
Arizona Retirement Math: What a $2 Million Nest Egg Actually Gets You in Chandler, Paradise Valley, and Beyond
If you’ve ever asked, “How much do I really need to retire comfortably here in Arizona?” If you’ve ever asked, “How much do...
Financial Planning
October 9, 2025