Fee-Only Advising is a form of financial advising that is compensated entirely by client fees, ensuring objective and unbiased financial guidance without any commissions.
Human Touch refers to the personalized service and financial planning offered by traditional advisors to their clients, focusing on understanding individual needs and providing tailored financial advice.
Understanding the financial strategy of prioritizing savings and investments before spending on other categories.
The Personal Financial Specialist (PFS) is a prestigious designation awarded to qualified CPAs by the American Institute of Certified Public Accountants (AICPA), reflecting expertise in personal financial planning.
An in-depth look at the Simplified Employee Pension Plan (SEP-IRA), a retirement plan specifically designed for self-employed individuals and small business owners.
