Remove Certification Remove Commission Remove Magazine
article thumbnail

What To Do When A Loved One Dies: Financial Questions Answered

Clever Girl Finance

Rules about funeral costs Luckily, the Federal Trade Commission requires funeral homes, directors, and other industry members to follow strict pricing transparency rules. You’ll need a death certificate for most of these tasks, so starting there is a good idea. Most experts recommend getting 10 to 20 copies of the death certificate.

article thumbnail

7 Steps To Declutter Paperwork Including Financial Documents

Clever Girl Finance

Note: This is an affiliate link, which means if you buy from it, we may earn a small commission which helps us grow! If you are one of them, you might want to look into a filing cabinet with labeled file folders to store all of your essential financial paperwork, including things like wills, tax returns, and marriage or birth certificates.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine.

article thumbnail

6 Steps You Can Take To Invest Safely

WiserAdvisor

You can also read magazines and subscribe to financial podcasts, blogs, journals, and more. Do not ignore the broker’s commission or the per-transaction cost when trading in stocks. There are many more options like certificates of deposits, money market accounts, mutual funds, and more.

article thumbnail

Transcript: Jonathan Miller

The Big Picture

Listen, it’s always a good time to generate a commission if you’re a commission real estate agent. There was a New York Magazine article years ago, one of these buildings where it’s dark at night. RITHOLTZ: That picture was in New York Magazine or somewhere. RITHOLTZ: It was great. MILLER: Of course.

Sales 130