Did you know that there is a big difference between a fee-only financial planner and a fee-based financial planner — that this simple, single-word swap of the word only for the word based means a great deal in the land of FPers? No? Well, you can read all about it on the Internets Tubes via the […]
After some much needed time off, I’m back and, right off the bat, find myself wanting to write about something that came up during San Francisco’s Financial Planning Day, which happened on the 20th of last month (hello November! — it used to seem like you were a million miles […]