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Financial Planning

An advisor is charging 1.95% for an ETF portfolio. That’s too high.

Doris wants to know what she should be paying for her $100,000 portfolio.

An advisor is charging 1.95% for an ETF portfolio. That’s too high.

What’s better, a LIRA or an enhanced pension?

And which is best if Craig wants to leave money to his kids?

What’s better, a LIRA or an enhanced pension?

Why so many athletes run into financial trouble

A look at the challenges athletes face after retiring from short sports careers

Why so many athletes run into financial trouble

How does a LIRA work after a pension transfer?

Ted is confused about his investment options after leaving a DC pension, and whether his pension money would be...

How does a LIRA work after a pension transfer?

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What to look for when choosing a financial advisor

Ali has two advisors and wants to consolidate his portfolio, but how to decide which one?

What to look for when choosing a financial advisor

The challenge of estate planning with blended families

Blended family conflicts have Chris rethinking her will. What should she do?

The challenge of estate planning with blended families

What to do when banks give questionable financial advice to seniors

Mel can't get a straight answer from his bank about his investment fees and is looking for some input...

What to do when banks give questionable financial advice to seniors

Should I invest my money or buy a life insurance policy instead?

Which makes more sense if Alessandro wants to leave money to his kids

Should I invest my money or buy a life insurance policy instead?

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Many advisors don’t care what financial products cost. You should, and here’s why

Embedded compensation has created a culture of indifference towards costs

Many advisors don’t care what financial products cost. You should, and here’s why

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