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For 40 years, NAPFA has been the standard bearer for Fee-Only, fiduciary financial advisors advocating for high professional and ethical standards. Working in a strict Fee-Only, fiduciary capacity, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests. Check out this great graphic from NAPFA. Equita Financial Network (Equita) announced that Astraea Wealth Management (Astraea), led by Laura Corbiani, has joined as a new member firm, bringing the number of member firms to seven. The network has also announced new speakers, topics, and dates for the Inspiring Insights educational webinar series. The series, which began in 2023, happens on the last Wednesday of each month at 4:00 p.m. Eastern Time (ET) and is dedicated to furthering the education and knowledge of fiduciary financial advisors. Originally published on Media Source Portal on April 11, 2024. Read full article here. Bogart Wealth was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the course of the first few months of 2024. “It’s an honor to be recognized by these top-tier publications,” said Bogart. “We work hard for our clients every day, and all of this recognition reinforces the value we strive to bring to our clients’ lives. Also, I’d like to give a special shout out to the fantastic team at Bogart Wealth – without them, none of these achievements would be possible.” Originally published on Yahoo! Finance on April 10, 2024. Read full article here. In a world of instant information, we know we can find answers at the click of a button. But is more information and better financial literacy the path to prosperity? So much of what is published in the media about money and wealth focuses on the “features” of money. Blogs, articles, Tik-tok videos and influencers will suggest if you only were somehow smarter about money characteristics, you could live the life of your dreams. And -- hot take from fiduciary advisor Mindy McCubbin, CFP, ChFC, founder and CEO of Truman Wealth Advisors -- financial literacy is great but it is focused on providing information about strategies for increasing the amount of money you have. This is necessary and important in the first half of life, when you are accumulating money. But as successful individuals experience wealth transitions know, having more money doesn't solve all your problems -- it just upgrades them. In fact, McCubbin says, they often find that money problems are not about money at all. Originally published on Truman Wealth Advisors' blog April 2024, read Why Financial Literacy Doesn’t Always Make You Good with Money. |
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