Jay Abolofia, PhD, CFP® is a fee-only, fiduciary & independent financial planner in Waltham, MA serving clients in Greater Boston, New England & throughout the country. Lyon Financial Planning provides advice-only comprehensive financial planning for a flat fee to help clients in all financial situations.
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What to Know about Active Vs Passive Investing
Everyone wants to beat the market. However, when it comes to your investments, basic arithmetic and real world data confirm that it pays to be passive.
How to Choose a Cost-Effective Health Insurance Plan
Understanding how health insurance works and selecting a plan can be challenging. Using these straightforward criteria will allow you to select the most cost-effective plan possible.
What To Know About Working With a Stockbroker
A stockbroker is a professional salesperson, not a fiduciary. Here are the facts about the asset-based fees and major conflicts of interest you’ll face in working with a broker today.