Sometimes it’s hard to know where to begin. Whether you are right our of college or nearing retirement it is difficult to figure out which are the most important financial priorities to focus on.  There are a myriad options available that may or may not solve the issue they want to address, the key is

At Blueprint, we are an advice driven company. Products aren’t discussed until a financial plan has been completed and we assess where the data has taken us. Often times in the financial business folks will lead with products or quickly move there, why? Because that’s where the money is. Below are what I call the

Since part of what we do at Blueprint is modular planning (addressing a specific concern) we often get questions about college savings plans, specifically 529’s and Coverdell’s. Let me take a minute to explain my viewpoint on saving for college and 529’s in particular, or you can read the Bloomberg article posted below, it encapsulates

Your fee for a plan seems higher than that which my broker/banker/non-fee-only advisor/brother-in-law says they will charge. Why is that? A commissioned-based salesman may charge very little (or even nothing) for a plan. The salesman must be compensated for his work, however, and the way he is paid is through commissions from the product he

Andrew Osterland, special to CNBC.com Wednesday, 17 Jun 2015 | 8:30 AM ET Studies and surveys regularly show that the vast majority of American investors don’t know what a fiduciary is, let alone if their advisor is one. What they do know is whether they trust their advisor—and that’s what matters to them. “Consumers don’t understand