August 2020, My Wealth Planners

Three Invisible Costs of Fee-Based Advisors

Daniel Yerger August 25, 2020About the Firm, Financial Planning Leave a Comment

At MY Wealth Planners®, we are a Fee-Only Financial Planning firm. This means we are paid directly by our clients and no one else. This is an advantage to our clients for an obvious set of reasons: fee transparency, reduced conflicts of interest, and in many cases, lower costs to clients. However, when the public is asked to compare financial …

What have we learned?

Daniel Yerger August 18, 2020Financial Planning 2 Comments

Well, first of all, it’s good to be back; I missed opining at everyone for a whole two weeks! Now down to business: I promised that I would share with you what I learned in the two-week Personal Financial Planning summer intensive as part of my Ph.D. program. Simply put, it’s this question: “What have we learned?” You see, Personal …