“To ‘Fee,’ or not to ‘Fee:” Existential Angst and the CFP Board’s latest misstep.

On rare occasion, I will go off script. I have avoided commenting on the “fee-only” controversy. However, the cacophony has reached such clamor I feel the need to opine.

I selected my homage to Shakespeare’s play, Hamlet because it is most appropriate to the matter at hand. In his soliloquy Hamlet questions the meaning of life, and whether or not it is worthwhile to continue his existence when life contains so many hardships. His conclusion is that the main reason individuals choose to live is that they fear death and the uncertainty, which lies beyond life.

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Welcome to My Blog!

Welcome to my blog! For my part this project has been a labor of love for over a decade; and for those who have encouraged and supported its creation—a labor of patience! The genesis for the website is the daily emails and telephone calls I receive from advisers across a variety of disciplines: accounting, estate planning, investment and risk management, and private banking from across the country. Each one asking, “How does my solution affect the other disciplines?”

My natural curiosity and desire for knowledge encouraged me to chase the “rabbits” and find answers for other advisers. The results of the research have been codified into our Continuing education events, Platform Presentations, Live Reviews for CPA/PFS’s and CFPs®, Curricula for universities and online providers of financial planning curriculum.

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