I started my financial planning career in college, earning a degree in financial planning. After nearly a decade of college, an internship, and a stint at a small fee-only financial advisor, I accepted a position with a boutique fee-only financial planning firm that worked with very wealthy clients. The firm had a solid reputation for […]

We all want to hire the best financial advisers. The hardest part about hiring a financial adviser is determining how the adviser compares to other financial advisers. There are a number of ways to compare financial advisers.
Financial Adviser Compensation
Perhaps the most telling way to assess a financial adviser is to determine how he or she […]

Finding a good tax attorney who is competent to handle IRS tax matters can be challenging. There are a number attorneys who claim to provide tax services, yet they have no tax experience or education. The following is a top ten list of desirable tax attorney characteristics that will help taxpayers narrow down their list […]