Financial Advice
4 articles
IJustWealth Funds & Guidance: What Investors Should Know Before Inquiring
IJustWealth Funds & Guidance offers two paths for investors: Portfolio Recommendations for structured guidance and Market & Investment Guidance for self-directed investors. These services cover a range of investments like ASX and international equities, ETFs, and managed funds, but strictly provide general advice, not personal financial product advice.
Is Your Financial Advisor Overcharging You? A Step-by-Step Fee Audit for 2026
Many investors struggle to understand the true cost of their investment management due to hidden and fragmented financial advisor fees. This article guides readers on how to conduct a fee audit to uncover commonly overlooked charges like 12b-1 fees, internal trading costs, and sub-account fees.
Gary Loten-Beckford's Proven Approach to Building a College Fund from Scratch in 2026
Gary Loten-Beckford, a MassMutual advisor in Williamsburg, Virginia, offers a specialized approach to building a college fund in today's complex financial landscape, particularly for military and LGBTQ families. His strategy moves beyond outdated advice, focusing on realistic savings goals and a diverse toolkit of modern savings options beyond just a 529 plan.
The #1 Costly Mistake When Refinancing (And How Duane Buziak Mortgage Maestro Helps You Avoid It)
Many homeowners make the costly mistake of focusing solely on the interest rate when refinancing, overlooking total loan cost and fees. Duane Buziak Mortgage Maestro helps borrowers avoid this by analyzing overall financial results and the true cost of refinancing.