WheelerFrost’s Financially Fit Happy Hours
Financially Fit in 2013
College Savings Plans – 529s, Roths, and more
Thursday, November 7, 2013
6:00 pm to 8:00 […]
On May 8, 2013, David White of WheelerFrost – Wealth Managers presented “Simply Social Security” at 57 Degrees Wine Bar. Below are the presentation slides and video podcast associated with the presentation.
Your financial advisor?s compensation should be an open book. The way they are paid can potentially create conflicts of interest and increase your bottom line costs.
Whether you have a longstanding relationship with an advisor, or you are considering making a change, here are 4 questions to ask about fees:
1. How are you registered?
- If […]