Retirement Planning Insights from 7 Saturdays Financial

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Professional Investment Management Benefits for Retirees

The Benefits of Professional Investment Management

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We've had prospective clients ask us, "Why can't you just tell us what to invest in and we manage the portfolio?" It's a fair question, and the answer comes down to this: we've found that delegated management enables us to do our best work and it consistently delivers better outcomes. Here's why:
percentage vs dollars

Why We Charge Flat Fees

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One question people often ask about 7 Saturdays Financial is: “Why did you decide to build a flat-fee firm?” When I founded the company...
pay off debt or invest

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.
percentage vs dollars

Why We Charge Flat Fees

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One question people often ask about 7 Saturdays Financial is: “Why did you decide to build a flat-fee firm?” When I founded the company...
conflict of interest

The Advisor Series Part 2: Conflicts of Interest and Other Issues

First - what is a conflict of interest? Investopedia describes it as “A situation in which an entity or individual becomes unreliable because of a clash between personal (or self-serving) interests and professional duties or responsibilities.”
Advisor fee models

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.