Browsing: Financial Planning

What’s Fee Only?

What’s Fee Only?

In the financial planning profession there is a small minority of planners that refer to themselves as “fee only”.  No one wants to pay fees so why would they promote themselves like this?   Fee only refers to the way that advisors are compensated.  It isn’t in addition to commission based compensation so it isn’t… read more

Social Security FAQ

We found a good piece from another advisor, Mary Dean of Dean Roland Russell Family Wealth Management in San Diego.  Mary is one of Frank’s colleagues and she shares many important points on Social Security.  Like Frank, Mary is featured in the 2012 book, America’s Top Financial Advisors by Benjamin Rush.   Social Security FAQ… read more