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Anatomy of a Brokerage Account Statement

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There is a big difference in the type of relationship a fee-only advisor has with their clients versus a brokerage firm.  It’s simply called a Fiduciary duty.  As a fee-only planner there are no product sales, commissions or conflicts of interest.  There is TRANSPARENCY!

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Chip Explains: Foreclosure

Understand the ins and outs of foreclosure. This guide explains the process & offers strategies for those struggling with foreclosure, along with resources for help.

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