Ethics Fee Only Investment Planning License 
Sara Grillo
NOVEMBER 14, 2022
He is a flat fee advisor; not a licensed insurance agent. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. With annuities now being able to be offered in 401k plans, the playing field has changed. Scott Salaske , CEO of Firstmetric.
Good Financial Cents
APRIL 10, 2023
If you’re a family with two car loans and you’re making the average payment, this means you’re forking over $1,288 in car payments per month without even accounting for the costs involved in license plates, auto insurance , gas, and other expenses. Is there anything better than that?
Sara Grillo
SEPTEMBER 26, 2022
Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.
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