Don’t hold yourself out as a fee only financial advisor if you are taking commissions as well as fees! Apparently being ‘fee only’ is the new buzz for Certified Financial Planners as well as other financial professionals to get new clients. See this article in The Wall Street Journal Money Beat by Jason Zweig: http://blogs.wsj.com/moneybeat/2013/09/20/decoding-fee-only-sometimes-it-isnt-what-you-think/ Remember, if you say you are fee only, you should be fee only – anything else is false advertising! For financial, accounting and tax musings, You can count on us to count for you! email: bstonercpa@sbcglobal.net phone: 818-317-6035 Website: www.briantstonercpa.com https://twitter.com/bstonercpa
Make Sure You Know Who Will Inherit Your Twitter Account
Make sure digital assets are also part of your estate plan. See this article by Arden Dale in The Wall Street Journal: http://online.wsj.com/article/SB10001424127887324577904578557572448026196.html Just remember to also document your passwords and everything else to access your accounts; you don’t want your Itunes account to sit there unused by the ones you love! For financial, accounting and tax musings, You can count on us to count for you! email: bstonercpa@sbcglobal.net phone: 818-317-6035 Website: www.briantstonercpa.com https://twitter.com/bstonercpa
Americans Grade Themselves Highly on Financial Literacy
See this article and poll in AccountingToday showing American’s opinions on their financial literacy by Michael Cohn: http://www.accountingtoday.com/news/Americans-Grade-Themselves-Highly-Financial-Literacy-68008-1.html Really? You guys think you know what’s going on but everyone else are idiots? The fact of lack of financial education is important, but why not use what is available and learn something? For financial, accounting and tax musings, You can count on us to count for you! email: bstonercpa@sbcglobal.net phone: 818-317-6035 Website: www.briantstonercpa.com https://twitter.com/bstonercpa