Finance Blog
Written by Teri Cettina on January 28, 2013
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January is a good time to make an appointment with your financial planner—or find one if you don’t already have one—to make sure your retirement plan is growing in the right direction. Fee-only financial planner Brent Perry, CFP®, of Piedmont Financial Advisors, LLC, in Indianapolis,…
Q & A with Financial Planning Expert Roger Wohlner Beginning Financial Building Blocks Did you join fee-only financial planner Roger Wohlner on the last Live Chat? If you missed out, here’s an excerpt with some financial basics for those looking to get on the right…
The Real Cost of “Free” Financial Advice By Roger Wohlner Recently, a friend asked me to look over his mother’s holdings. His mother is in her late 60s, recently divorced, and on her own financially for the first time. She decided to go with the…
Written by Roger Wohlner on May 3, 2011
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How You Compensate Your Financial Adviser, and Why It Matters Roger Wohlner There are three basic forms of financial adviser compensation: commissions, fee-based, and fee-only. Should the method of compensation make a difference to you? I (who am admittedly biased on the topic) say yes….
Written by Roger Wohlner on March 15, 2011
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10 Questions You Should Ask Before Hiring a Financial Planner – Part 2 Roger Wohlner Did you read last week’s post on 10 Questions You Should Ask Before Hiring a Financial Planner? I covered questions 1-5, including, “How do you communicate with your clients?” Add…
Written by Roger Wohlner on March 8, 2011
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10 Questions You Should Ask Before Hiring a Financial Planner – Part 1 Roger Wohlner Hiring your first financial planner or selecting a new one can be a trying experience. How do you know if you are making the right choice? Will this person act…
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