A homestead exemption can protect some—or all—of the equity in your primary residence in the event you’re sued by creditors AND it may provide you tax advantages.Read More
Author: Greg Phelps, CFP®, CLU®, AIF®, AAMS®
Financial advisors get paid in a wide variety of ways including salary, commissions, fees only, and fee-based (fees plus commissions). It’s critical you understand the financial incentives behind your financial advisors’ advice to you.Read More
You can find the best financial advisor for your situation in 5 steps. 1. Use widely recognized online tools, 2. Make sure you find a fiduciary financial advisor and get that in writing, 3. Check out their online ratings and reviews, 4. Investigate them thoroughly, and 5. Interview them.Read More
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