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James Bode

MANAGING PARTNER

    Estate Planning: 6 Ways To Financially Prepare Before You Die

    If I knew today was my last day, what would my legacy be? This isn’t a comfortable question, but it’s an important one. Answering it begins with a conversation — an open, honest moment with yourself and your loved ones. Many people don’t want to even think about creating an estate planning strategy because death has traditionally been seen as the end, so what would be the point? The point is to have a positive impact and not leave your loved ones in disarray after you’re gone.

    Fee-Based vs Fee-Only Advisor: Which Should You Choose?

    The question of advisor compensation is central to establishing the relationship between advisor...
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