Planning For Doctors

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Physicians, because of their high incomes and high visibility, are often easy targets for bad advice. When hiring an advisor, a considerable amount of thought and research should be dedicated to the process. After all, it’s only your money. As … Read More

Are All Advisors The Same?

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Stockbrokers, Fee-Only Advisors, Fee Based Advisors – What’s the Difference? by Cathy Pareto, MBA, CFP® The financial services industry is a very crowded space. With so many “advisors” to choose from, how do you distinguish what type of financial advisor … Read More

7 Good Reasons to Fire Your Adviser

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7 Good Reasons to Fire Your Adviser by Cathy Pareto, MBA, CFP® 1. You Feel Like a Little Fish in a Big Pond Ever gotten that feeling that your Adviser could care less whether you stay with him or her? … Read More

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