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False! You can (and should!) advise clients on what types of products they should purchase, how much they should purchase, what companies...

This should be pretty obvious (especially if you've followed us the last 1.5+ years!), but it’s worth saying: this is a myth! The terms...

In order to be fee-only, you and all related parties including the firm that you work for must be fee-only.

What are annuities? We've all heard about them - what's the good, what's the bad, who are they for?