What does Fee Only mean for you?

Daniel Yerger Uncategorized Leave a Comment

Big question, loaded question, a lotta people ask me that question. (Ten points if you get the reference.) Back in August of 2018, I wrote a piece called “In the Trenches”, talking about how the talking heads of financial planning got together and decided that financial planning itself wasn’t enough, but that the future of financial planners lay in being …

We Have a New Name

Daniel Yerger About the Firm Leave a Comment

Big news, or old news, depending on where you sit, but we’ve changed our name to MY Wealth Planners™. Now I know what you’re thinking, “Dan, didn’t we already see something about this last year?” You did, but there’s a big difference underneath. Last year when we adjusted the name of my financial planning practice, we were effectively operating as …