Resources

Image for 3 Ways Financial Advisors Are Paid – and What You Probably Aren’t Being Told

3 Ways Financial Advisors Are Paid – and What You Probably Aren’t Being Told

September 23, 2024 | Zack Gutches

Are all financial advisors subject to the same regulatory obligations to their clients? The short answer is they are not. So how can you tell which Advisors are subject to which standards? The answer tends to be under the hood of how they are paid.
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Image for Understanding Fiduciaries in Financial Planning: Why Consumers Should Care

Understanding Fiduciaries in Financial Planning: Why Consumers Should Care

September 9, 2024 | Zack Gutches

When it comes to managing your finances, the term “fiduciary” often comes up, but what does it really mean, and why should you care? Let’s explore why choosing a fiduciary advisor can make a significant difference in your financial well-being.
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Videos

Inaugural Video - What is Financial Planning and What Topics Will We Cover Over Time


Do Self-Employed Solopreneurs get tax benefits for contributing to an HSA the same as Employees do?


Can I have an HSA and FSA? Can I have an HSA if my spouse has an FSA that doesn't cover me?

Memberships

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