Blog Posts Filed Under fee-only-advisor
Divorce Financial Planning: Are You Protecting Your Assets?
By Beth Stringer
High-income divorce isn't just emotional, it's a full financial restructuring that touches your taxes, retirement accounts, and estate plan all at once. Most high earners still step into costly traps: unequal after-tax settlements, forgotten beneficiary designations, and QDRO mistakes. This guide covers what to know before, during, and after.
The Hidden Costs of 'Free' Financial Seminars
By Beth Stringer
Uncover the hidden dangers of "free" financial seminars that target affluent professionals with complimentary meals and promises of guaranteed returns. This guide exposes the psychology behind these sales traps, reveals red flags like artificial urgency and fake credentials, and explains how seemingly educational workshops can cost tens of thousands through unsuitable high-commission products. Learn to distinguish legitimate financial advice from predatory marketing tactics and discover why that "free" steak dinner might be the most expensive meal you'll ever eat.