Asset Allocation + Annuities and Three Questions You Should Ask
PodcastsMark Talercioasset allocation, fee only, NAPFA, Jill Schlesinger, Jill on Money, Gary Schatsky, Schatsky, retire, retirement, retirement planning, can I retire, CFP
Obama Endorses Fiduciary Standard for Retirement Accounts
Blog, FeaturedMark TalercioCFP, CPA PFS, DOL Fiduciary, fee based, fee only, Fiduciary, Financial Advice, Financial advisor, Investment Advisor, NAPFA, Registered Investment Advisor, SEC, Suitability
Protect Against Scams: 10 Questions to Ask Financial Advisors
Blog, FeaturedMark TalercioBitcoin, CFP, CPA PFS, fee based, fee only, Fiduciary, Financial Advice, Financial advisor, FINRA, Investment Advisor, NAPFA, NASAA, Registered Investment Advisor
Don't Get Madoff-ed: 10 Questions to ask Financial Advisors
Blog, FeaturedMark TalercioCFP, CPA PFS, fee based, fee only, Fiduciary, Financial Advice, Financial advisor, FPA, Investment Advisor, Madoff, NAPFA, Registered Investment Advisor
How to choose a Financial Advisor: 10 Questions to ask
Blog, Featured, ResourcesMark TalercioCFP, CPA PFS, fee based, fee only, Fiduciary, Financial Advice, Financial advisor, Investment Advisor, NAPFA, Registered Investment Advisor
