What is the Fiduciary Rule and Why You Should Care
Is your financial advisor a fiduciary? Maybe you assume he/she is but it's important to educate yourself on the differences between a fiduciary vs. salesperson.
Should I Call a CFP®, a CPA, or Both?
Financial jargon can confuse anyone and make it hard to decide who to trust your money with. In order to decide between choosing CFP® or CPA, take some time to analyze your financial situation.