Blog Posts

Posts tagged FINRA

Annuities and Three Questions You Should Ask

Mark TalercioJuly 12, 2018annuity, annuities, Jill Schlesinger, Jill on Money, CFP, fiduciary, retire, retirement, retirement planning, Schatsky, Gary Schatsky, NAPFA, FINRA

Financial Coaching

Financial Coaching

BlogMark TalercioNovember 7, 2016Bond prices, Compounding interest, Financial Capability in the United States 2016, Financial Coaching, FINRA, FINRA Investment Education Foundation, Rule of 72

Preventing Senior Fraud

Preventing Senior Fraud

BlogMark TalercioAugust 3, 2016CFPB, Do Not Call, elder abuse, financial fraud, FINRA, Fraud, SEC, Senior fraud

Protect Against Scams: 10 Questions to Ask Financial Advisors

Protect Against Scams: 10 Questions to Ask Financial Advisors

BlogMark TalercioJanuary 7, 2015Bitcoin, CFP, CPA PFS, fee based, fee only, Fiduciary, Financial Advice, Financial advisor, FINRA, Investment Advisor, NAPFA, NASAA, Registered Investment Advisor