The financial landscape has changed dramatically since the introduction of the 401(k) in 1978. Most workers can no longer rely on or even access employer pensions to fuel the retirement lifestyles they want. But in the world of the YOYO (You’re On Your Own) economy, the 401(k) remains a great saving vehicle and a key … Read morePlan For Your Future On National 401(k) Day
July 22, 2019, at 3:21 p.m By Rebecca Lake Take the necessary steps with real estate investments to keep you in the green. These missteps can cost real estate investors returns. Owning property, either directly or indirectly, can add diversity to a portfolio and yield value to investors on several levels. “Real estate is a … Read more8 Costly Missteps With Real Estate Investing
Boost your savings account and save money on purchases by using these strategies and tools.
JULY 29, 2019 FA Staff Editor’s Note: In our “3 Questions” column, we chat with a thought leader within a unique sector of fintech. Name: Anders Jones Title: Co-Founder and CEO Company: Facet Wealth Web Address: https://facetwealth.com/ What does your firm do/offer within the fintech sector? We provide full financial planning, by a dedicated CFP Professional, at an … Read moreCompany’s Approach A Response To Traditional Advisory Fees Being Too High
“Charging on AUM makes no sense,” Jones argued. “If a client gets a $100,000 raise, why should the advisor get an extra 1% of that?
Many advisors prioritize time management and growth, yet they’re foregoing minimums and holding onto unprofitable clients, according to a Facet Wealth survey.
“That is the million dollar question: How much do I need to retire?” says Brent Weiss, CFP, head of planning at Facet Wealth