Archives July 2022

Weekend Reading For Financial Planners (July 30-31)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a survey indicating that while about 70% of advisors overall feel successful, those who charge fees (and enjoy the stability that recurring fees provide) tend to feel more successful than those who rely on less-stable commissions, with the …

HELOC vs Home Equity Loan

HELOCs and home equity loans are valuable financial tools that enable you to access the equity in your home without the need to take a new first mortgage. Since the proceeds can be used for just about any purpose, you can take either loan to make improvements on your home, or to cover other expenses. …

Weekend Reading For Financial Planners (July 23-24)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Financial Planning Association has announced a major new advocacy initiative: to pursue legal recognition of the term “financial planner” through title protection (such that those who don’t meet the competency and ethical standards of …