Category Archives: Other Financial Planning

Financial Planning Pyramid

The Financial Planning Pyramid is a great way to get a sense of some financial planning priorities. It helps visualize what elements of financial plans are more of a foundation that support riskier, less liquid parts of the plan.
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Don’t Buy a Home … Part 5: Fee Disclosures

As I’ve discussed here before, there are fees involved in purchasing units in a mutual fund. Any time I am doing a mutual fund transaction for a client, I am bound to disclose the costs, which can include transaction fees and trailer fees for managing the funds, through fee disclosures. This is in addition to the disclosures in a mutual fund’s Fund Facts, such as the MER or management expense ratio.
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