(855) 965 4286 info@planvisionmn.com
  • US Clients
  • exPats
  • Testimonials
  • Get Started
  • FAQ
  • Info
  • Who we are
Simple. Smart. Focused. Simple. Smart. Focused. Simple. Smart. Focused.
  • US Clients
  • exPats
  • Testimonials
  • Get Started
  • FAQ
  • Info
  • Who we are

Fees

Home » Fees
0
0
By mark
In Asset Allocation, ETFS, Expats, Fees, Financial Planning, Forecasts, Goals, Index Funds, Interactive Brokers, Investing, Investments, iShares, Risk, Saving Money, Vanguard
Posted March 12, 2019

Rebalancing Your Portfolio

Most investors set a target asset allocation for their investment accounts.  Normally this is the amount invested in stocks and bonds.  (Even though other assets could be a part of the mix as [...]

READ MORE
 Investing from Ground Zero
0
0
By mark
In Asset Allocation, Budgets, ETFS, Expats, Fees, Financial Planning, Interactive Brokers, iShares, Personal Finance, Risk, Saving Money
Posted March 9, 2019

Investing from Ground Zero

Ready to start investing?  Excellent!  This is good. If you have done some research you may have an idea of what you want to invest in.  Your confidence in your plan may be strong or you might [...]

READ MORE
 Interactive Broker’s Fees
0
0
By mark
In Expats, Fees, Interactive Brokers, Investments, Personal Finance
Posted March 5, 2019

Interactive Broker’s Fees

Many of my clients use Interactive Brokers.  It can work well as a broker for expats that want a low-cost account to setup their own investment plan. But IB is designed for traders so it can be a [...]

READ MORE
 Don’t “Track” Your Investments!
0
0
By mark
In Asset Allocation, Expats, Expectations, Fees, Financial Planning, Forecasts, Happiness, Investments, Past, Personal Finance, Retirement, Risk
Posted March 4, 2019

Don’t “Track” Your Investments!

Many of my clients ask me how they should track their investments. I also see similar questions on some blogs or Facebook groups as well. I even used to “track” my investments as [...]

READ MORE
 EVEN I GOT SUCKED INTO THIS ONE
0
0
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 [...]

READ MORE
 NO MORE MR NICE GUY
0
0
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 [...]

READ MORE
 FREE INVESTING
0
0
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 [...]

READ MORE
 USED CAR SALESMAN, RADIO ADVISERS, AND HONESTY
0
1
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 [...]

READ MORE
 Investing in the Unknowable!!
0
0
By mark
In Advisers, Agents, Asset Allocation, Budgets, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Inspiration, Investments, Personal Finance, Retirement, Risk, Sales, Saving Money
Posted July 24, 2016

Investing in the Unknowable!!

DO YOU WANT TO MAKE MONEY ON YOUR MONEY?  I do.  Most of us do.  This is why we invest.  It doesn’t make us greedy. If you don’t want to make money on your money, why invest? WHETHER [...]

READ MORE
 Pre-Tax or Roth Contributions to Your Company’s Retirement Plan?
0
0
By mark
In Advisers, Budgets, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Happiness, Personal Finance, Retirees, Retirement, Risk, Roth IRA, Saving Money
Posted July 7, 2016

Pre-Tax or Roth Contributions to Your Company’s Retirement Plan?

MOST COMPANY RETIREMENT PLANS GIVE YOU THE OPTION TO SAVE MONEY PRE-TAX OR AFTER-TAX.  Many people I talk to aren’t sure which one they should select. So what should you do?  Which one is [...]

READ MORE
1 2 3 4 5
page 1 of 5
CONTACT US
  • Mark Zoril
  • 2316 Glade Mill Ct
    Fuquay-Varina NC 27526
  • 1-855-965-4286
  • markzoril@planvisionmn.com
IMPORTANT LINKS
Planvision Guidance Terms & Conditions
Privacy Policy, Code of Ethics, & ADV Part 3 & 2A & 2B
FOLLOW US:
©2022 All Rights Reserved. PlanVision Design by Creative Click Media, a New Jersey Web Design and Marketing Company