Latest articles by Casey B. Weade, CFP®
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Is Your Financial Adviser Truly Independent?
Financial Planning Even if the firm you’re working with uses the word “independent” in its name, you need to dig deeper to make sure your adviser is putting your best interests first.
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You Don’t Need a Financial Planner … Unless …
retirement There are plenty of times when people can handle their investments, taxes and retirement planning themselves. Here's who can go it alone, and who should seek some advice. Which category do you fit into?
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4 Questions to Ask Before Adding an Annuity to Your Retirement Plan
retirement Annuities are a worthy option for savers looking to add an element of protection to their retirement strategy. The key: Work with an independent adviser and understand WHY each product is being recommended.
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Why Those Impressive Financial Credentials Aren't Always So Impressive
Financial Planning Financial advisers often come with a string of letters after their names, but while some should give you confidence in their training, others could just mean they attended a one-day seminar.
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Pay Me Now: Pros and Cons of Adviser Compensation Models
Financial Planning There are three basic ways that financial advisers draw a paycheck. Which is the best option for you?
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Focus on a Purpose-Based Retirement Portfolio
retirement You need different types of investments to address all the risks you face in retirement.
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What to Do If You Receive A Pension Buyout Offer
retirement Carefully consider the terms of the deal and your personal situation before you make this important retirement decision.
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