Entries by cs

Should You Pay Off Debt Or Invest?

You’ve got extra cash! Maybe it’s from a raise, a bonus, or cutting expenses. Now, you want to improve your financial fitness but aren’t sure whether you should aggressively pay down debt or invest it.

The Advisor Series Part 1: Fee-based, Flat-fee, Fee-only… What the F?

How are you supposed to figure out who to trust with your life savings?

My goal is to shine a light behind the curtain and arm you with information.

This set of articles, “The Advisor Series”, will help you understand the basics of pricing models, typical services provided, issues like conflicts of interest, and questions you should ask when deciding to work with a financial advisor/planner.