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!
Per Stirpes or Per Capita? Your retirement account beneficiary guide
September 3, 2021
If you are interested in making sure that the right people inherit your retirement accounts, it is critical to understand the difference between per stirpes
