personal finance

Financial planners and the services they offer continue to evolve.  In the current financial planning environment, there are three main ways a financial advisor gets paid.  They can be paid a commission on a product they sell; they can be paid a fee based on a percentage of the assets they are managing for you (referred to as Assets Under Management or AUM); or they can charge a fee for comprehensive financial planning.  This last fee can be

I am a big history fan and of course a big fan of personal finance, so in honor of Veteran’s Day I thought I’d highlight a few financial planning lessons we can learn from some of the greatest military leaders in history.  Sun Tzu, Julius Caesar, Napoleon Bonaparte, Dwight Eisenhower, and George Marshall have all carved out a spot in the Parthenon of military leaders.  There is no reason however that those lessons should only apply to the battlefield, their lives can also help us in living out the financial lives we both desire and deserve.  I hope you enjoy it, and to any veterans reading,