The Market is on Sale

Daniel Yerger Uncategorized 3 Comments

Good news! The market is on sale. Why do I view it so optimistically when the average news report makes it sound like the world is ending? Well, a bit of context is required. My first year as a financial planner was an interesting one. Within a year we had Chinese market volatility, the first big drop in the preceding …

Penny Wise and Pound Foolish

Daniel Yerger Financial Planning 5 Comments

Welcome! Today’s reading covers how recently someone chose to give up $933,353 over $84,735. Interested? Read on! Recently I set up a Retirement Plan for a medical practice. With over a dozen team members, the practice had utilized a 401(k) plan up to the present day that was structured more like a traditional pension, i.e. where everyone’s money goes into …

Alphabet Soup – Professional Designations

Daniel Yerger Uncategorized Leave a Comment

What? There are too many letters after my name? I don’t see how my full list of professional degrees and professional designations are an issue! So what if my name is Daniel M. Yerger Masters of Business Administration Certified Financial Planner Chartered Financial Consultant Accredited Investment Fiduciary Certified Divorce Financial Analyst. …Okay you might have a point. But seriously, all …

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 …