Should You Fire Your Advisor?


Should You Fire Your Financial Advisor? Most investors don’t know how to ask this bold and straight-forward question.   Here are comments and questions that many investors do ask themselves:   “I have known my advisor for 20 years, but I don’t know if they’re doing a good job?” “Fear of making a mistake is […]

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Estate Planning for Your High School Graduate: That’s Right, Your Babies are Adults Now!

Estate Planning | Common Financial Sense

At CrossPoint Wealth, we have run into many situations when we are speaking to clients about estate planning for themselves, but also for their soon-to-be or current adult children.  The problem is that most parents just aren’t informed enough to help their 18-year olds. Many times they need the right professionals, like a fiduciary fee-only […]

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