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Posts tagged commissions

Hire a Financial Advisor or Do It Yourself: What’s Right?

Hire a Financial Advisor or Do It Yourself: What’s Right?

Here are top considerations to help you decide whether to hire a financial advisor or do it yourself.

Financial PlanningAimee Calderon, CFP®December 18, 2019investment management, tax planning, retirement planning, estate planning, insurance planning, fee-only, commissions

Beware of Annuities: 5 Things You Need to Know

Beware of Annuities: 5 Things You Need to Know

Our fiduciary advisory firm recommends that people beware of annuities. Here are five reasons why.

Financial PlanningAimee Calderon, CFP®October 23, 2019annuities, retirement planning, investments, insurance, commissions