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Rip Offs

Home » Rip Offs
 Things You Should Do Instead of Spending Time With a Financial Advisor
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By mark
In Advisers, Agents, Financial Planning, Investments, Personal Finance, Rip Offs, Sales
Posted February 28, 2019

Things You Should Do Instead of Spending Time With a Financial Advisor

Last Summer I received an email from a client that I always enjoy hearing from. He was on vacation relaxing and visiting family back home. In his email, he explained to me, “Somehow I got [...]

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 BACK OF THE ENVELOPE
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By mark
In Advisers, Asset Allocation, Budgets, Expectations, Financial Planning, Forecasts, Future, Goals, Happiness, Health Care Costs, Investments, Motivation, Personal Finance, Retirement, Rip Offs, Risk, Saving Money, Social Security
Posted June 15, 2017

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 [...]

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 EVEN I GOT SUCKED INTO THIS ONE
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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 [...]

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 NO MORE MR NICE GUY
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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 [...]

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 FREE INVESTING
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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 [...]

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 USED CAR SALESMAN, RADIO ADVISERS, AND HONESTY
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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 [...]

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CONTACT US
  • Mark Zoril
  • 2316 Glade Mill Ct
    Fuquay-Varina NC 27526
  • 1-855-965-4286
  • markzoril@planvisionmn.com

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