financial advisors

I Fired My Financial Advisor

Fire Your Financial Advisor course. Johanna and I separated about a month ago. Before I go into why, I thought...

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A Financial Advisor For Doctors

Platinum Sponsor: Johanna Fox Turner of Fox & Company Wealth Management As part of the Platinum Sponsor package, sponsors get...

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How To Find And Vet A Financial Advisor

This is Part 4 (and the final!) of a series on Financial Advisors. Part 1 covered the license designations an FA can...

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What’s the Difference Between a Financial Advisor and a Financial Planner?

Part 1 covered the license designations an FA can and should have. Part 2 covered how FAs should get paid. Today, we’re...

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What the F? – Fee-only vs. Fee-based and the Fiduciary agreement

This is Part 2 of my series on Financial Advisors. Part 1 covered the license designations an FA can and should...

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Everything you wanted to know about Financial Advisors

Johanna Fox Turner, who has provided invaluable advice and help in writing this series. There is a lot of confusion...

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