Archive - 2018

1
Why Choose Fiduciaries?
2
Six Mistakes People Make When Hiring a Financial Advisor
3
Tips To Help You Choose The Right Home Safe
4
Is a Home Storage Gold IRA Legal?
5
Build Your Financial Planning Resolve

Why Choose Fiduciaries?

A 30-second read by the Baron Team:  Registered Investment Advisers (RIAs) are fiduciaries. We are legally bound to put our clients’ interests above our own.  As a fiduciary, we are required to act with undivided loyalty to the client, which includes disclosure of compensation. Not all advisors have the same legal responsibilities as a fiduciary, … Continue reading Why Choose Fiduciaries? Read More

Six Mistakes People Make When Hiring a Financial Advisor

by Eve Kaplan, Certified Financial Planner (TM)

There are 6 common mistakes people make when engaging a financial advisor — and all of them are avoidable! Before we go through this list, let’s put the issue of paying for financial advice into context.

Health and money are two areas of life where everyone benefits from professional input and support but people handle the wisdom of professional medical care differently from the wisdom of financial care. Do you see your physicians and dentists on a regular basis, refill prescriptions and accept hospital care for serious illness? Do you consider performing surgery …

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Tips To Help You Choose The Right Home Safe

With the many varieties of safe locks, it can be a daunting task to choose from the options available. More to this, given that you are seeking to protect your cash and important documents, there is need to find the best. In some way, this makes the selection process a little bit hard. This article will bring to light some of the aspects to look out for when purchasing a safe lock from https://www.kluis-kopen.nl/. Read on for more information.

Safes fire rating

safe 23

This is one of the factors to consider when buying a safe. Ideally, a safe fire rating …

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Is a Home Storage Gold IRA Legal?

Recently I received a brochure from the Capital Gold Group entitled “My Home Storage IRA – Get the Facts”. It described what is sometimes described as a “home storage gold IRA” or “home storage precious metals IRA” where you are the custodian of your own IRA and purchase gold or silver coins with the funds in your IRA and store those coins in a home safe or bank safety deposit box.

The first time I heard of this idea I thought it must be a mistake. I thought it must be illegal. My understanding of IRS rules is that you …

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Build Your Financial Planning Resolve

Resolutions can be useful but you would to much better to build your financial planning resolve with new money management habits. The Motley Fool offers advice to help, however you may not want to tackle all of these things at once, lest you become overwhelmed. A Fee-Only financial planner cannot do all the work of straightening out your finances but working with one can help you prioritize what areas of your financial live you need to tackle first.  General financial advice can be useful but you may still need help with prioritizing and planning.

Some of us need to get

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