Posted December 9, 2013 at 5:10 pm
By Brad Wajnman
Even though we enjoy discovering and sharing new speculative IVs (Investment Vehicles) that sometimes offer mouthwatering ROIs, we’re also big advocates for seeking out competent third-party financial advice for important things like retirement and estate planning.
It’s kinda like getting a second opinion from a doctor… you may not necessarily need it, but it’s still a smart move just to be safe.
Thing is, there seems to be a new “financial advice” website popping up every other day. Hundreds of sites offer free information and education, ongoing newsletters, and general advice about some of the more important topics surrounding retirement planning.
They can help you track your spending and budgeting and show you where you stand in terms of debt levels and assets. And they can offer generic advice based on a model that sort of resembles your particular situation.
You can also find plenty of full-service Certified Financial Planners (CFPs) who will either charge you an assets-under-management fee (typically 1% – 1.5% per year) or who will earn a commission based on whatever conveniently packaged products they recommend/sell to you.
Sure, they offer tailor-made advice, but it may cost you an arm and a leg for their suggestions.
Speaking of tailor-made advice, Barry, our latest addition to the Vault is a site that not only offers an extensive amount of information and education for free, but also provides access to your own personal CFP (must be a U.S. resident) for a small monthly fee.
Imagine talking to an experienced financial planner about your goals and spending habits…
Then that same planner comes back to you with recommendations and advice, as well as educational suggestions to help you break any bad money habits you might have and instill good ones.
They’ll help you stay on top of your goals and make changes when your situation changes, with unlimited advice.
In addition to financial educational courses and bootcamps, this site offers unbiased financial advice and customized recommendations made just for you at very affordable rates.
NOTE: The above is a preface of one of several key resources, vendors, or programs that Brad Wajnman, Wealth Vault Research Director, revealed to our paid-up members on Wednesday, December 4th, 2013. To get the full review of this particular resource, either login, or become a member