Rip Offs Archives - http://workshop.planvisionmn.com/

BACK OF THE ENVELOPE

IF I COULD GET MY PRE-RETIREE CLIENTS TO DO ONE THING, it would be to put together a solid, tight budget of what they will spend during retirement. I HAVE FOUND THAT FAR TOO MANY PEOPLE SPEND TOO [...]

By mark

In Advisers, Agents, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Happiness, Motivation, Personal Finance, Retirees, Retirement, Rip Offs, Sales

Posted May 21, 2017

EVEN I GOT SUCKED INTO THIS ONE

I RECEIVED A FLYER IN THE MAIL TO PARTICIPATE IN A “RETIREMENT SURVEY.” It was from a large local advisory firm here in the Twin Cities – Wealth Enhancement Group. FOR THE [...]

By mark

In Advisers, Agents, Expectations, Fees, Financial Planning, Goals, Happiness, Inspiration, Investments, Motivation, Personal Finance, Retirement, Rip Offs, Roth IRA, Sales, Saving Money

Posted March 30, 2017

NO MORE MR NICE GUY

DO YOU LIKE TO BE AROUND NICE PEOPLE? Work with them? Spend your social time with them? Is this a trick question? IT IS SAFE TO ASSUME THAT, ALL THINGS BEING EQUAL, we would prefer the company [...]

By mark

In Advisers, Asset Allocation, Expectations, Fees, Future, Goals, Investments, Personal Finance, Rip Offs, Roth IRA, Sales, Saving Money

Posted March 17, 2017

FREE INVESTING

DO YOU KNOW THAT YOU CAN INVEST FOR FREE? Well, almost! There’s no catch! You can open a brokerage account at Vanguard at no charge and buy an ETF that owns thousands of stocks. And the [...]

By mark

In Advisers, Agents, Fees, Financial Planning, Forecasts, Goals, Interviews, Investments, Personal Finance, Retirees, Retirement, Rip Offs, Risk, Sales

Posted February 19, 2017

USED CAR SALESMAN, RADIO ADVISERS, AND HONESTY

USED CAR SALES PEOPLE GET A BAD RAP. They’re an easy target. They are the ubiquitous reference for any shady, aggressive or over the top sales tactics. HOWEVER, THEY HAVE NOTHING ON THE [...]