Personal Finance, Financial Planning, and Investment Management tidbits
Posted in In the news, NAPFA, Retirement Planning on Apr 30th, 2013
Christine Dugas, Money Watch columnist from USA Today answers reader questions about saving protecting and growing money. On March 22, 2013, I answered this question. Q: When my wife retires this year she will receive a lump sum retirement benefit. We are trying to decide what to do with it to provide a steady monthly [...]
Posted in Fee-Only, Fiduciary, Investing, NAPFA, Retirement Planning on Apr 25th, 2013
I was on the phone with a client yesterday, and he mentioned that he and his wife had watched a great PBS Frontline documentary called The Retirement Gamble. He told me that “they were saying the same things about fees and low cost index mutual funds that you and Peggy have been telling us” That [...]
Esther Pak at Morningstar does a good job explaining the often-overlooked difference between Fee-Only and Fee-based compensation methods. She also explains that Registered Investment Advisers are held to a Fiduciary standard and that stock brokers are held to a “suitability” standard. Read the article The Difference Between Fee-Based and Fee-Only Advisors by clicking on the [...]
FREE financial advice, with NO strings attached, 11:00-6:00 on Friday, June 18th and 9:00-2:00 on Saturday, June 19th, Pioneer Courthouse Square.
Posted in Events, NAPFA, Risk Management on Nov 2nd, 2009
Risk management is a integral part of a comprehensive financial plan. Your health, family, and home are important and need to be kept safe. Join NAPFA-Registered Financial Advisor Roseann Bove, CFP, CLU in a NAPFA consumer education webinar on November 6th, 2009 at 11am pacific. Roseann will provide information on how you can protect the [...]
Jason Zweig is a highly respected personal finance writer and editor of The Intelligent Investor column in the Wall Street Journal. He raises the issue of a “fiduciary standard” versus a “suitability standard” in his most recent column. One of the key differences between a NAPFA Fee-Only advisor and a broker is that NAPFA [...]
Posted in Events, NAPFA, Uncategorized on Mar 17th, 2009
As part of the Money Bus tour, NAPFA is sponsoring a free workshop at the Beaverton City Library on March 26th from 6:00pm to 8:00pm in the Conference Room. The agenda includes a short presentation on the basics of personal finance and a Q & A session. If you can’t make it downtown during the day, [...]
The NAPFA Your Money Bus tour is making a stop in Portland on March 26th at Pioneer Courthouse Square from 10:00am to 3:00pm. NAPFA volunteers will be distributing basic information about budgeting, taxes, debt management and savings. They will also be available to answer general questions relating to individual finances. You’re probably thinking “what’s the [...]
NAPFA Personal Finance Blog