Today’s top story: Last-minute tax moves to make on December 31st. Also in the news: How to tell if your financial advisor is giving you good advice, why you should consider freezing your credit reports, and the top 6 financial resolutions for the new year.
4 Last-Minute Tax Moves You Can Make on Dec. 31
Tick tock!
How To Tell If You’re Receiving Good Advice From Your Advisor
Making sure you’re getting your money’s worth.
Why you should consider freezing your credit reports
Preventing identity theft.
Top 6 financial New Year’s resolutions and how to fulfill them
Making resolutions that last.
Hi Liz,
I have not been able to find an RIA who would take an account less than 1 million dollars. The often advertise as fee only financial planners but that is a misrepresentation in all cases I have seen: They either manage investments and do a very small amount of financial planning, if any but the “Fee only Financial planner” is a hook to get the accounts to invest.
What I would like is to pay someone for investment and planning advice and take their advice but do the actual investing myself. I can’t find anyone who will do that in the Phoenix area.
Happy New year,
Chris Schene
Not all financial planners are RIAs. If you want a financial planner who charges by the hour, check http://www.garrettplanningnetwork.com.