Estate Planning Essentials for Small Business Owners
Understanding the Role of Fee-Only Advisors in Financial Planning Fee-only advisors, such as those at Datapoint Financial Planning, operate under a model where compensation is received solely from clients without any commissions from selling financial products. This structure aligns the interests of the advisor with those of the client, ensuring advice is unbiased. David E. […]
The Impact of Divorce on Financial Planning
Understanding the Scope and Expertise of Datapoint Financial Planning Datapoint Financial Planning, spearheaded by David E. Barfield, CFP®, is distinguished by its comprehensive approach to financial advisory, specializing in a range of services including retirement planning, investment and financial strategy, risk and estate planning, employer benefits and equity compensation, and fiduciary services. The firm operates […]
Small Business Finance with Hourly/Advice-Only Financial Experts
Small Business Finance with Hourly and Advice-Only Financial Experts Facebook Twitter LinkedIn Effective financial management is essential for small business success, yet navigating this terrain presents unique challenges, from managing fluctuating revenues to budgeting for growth. The choice of a financial advisor is pivotal, and the clarity and impartiality of an hourly financial planner or […]
Inflation and Its Effects on Fee-Only Financial Plans
Inflation and Its Effects on Fee-Only Financial Plans Facebook Twitter LinkedIn Strategies for Long-Term Security In today’s ever-evolving economic landscape, inflation poses a significant challenge to the stability of financial plans. Specifically, for Fee-Only Financial Planners, adapting strategies to mitigate the impact of inflation is crucial for ensuring long-term financial security for their clients. Let’s […]
Cryptocurrency Investing with Fee-Only Advisors
Cryptocurrency Investing with Fee-Only Advisors Facebook Twitter LinkedIn The Rise of Cryptocurrency Investment Cryptocurrency has revolutionized the financial landscape, offering a new way to invest and manage assets. With the digital currency market expanding rapidly, many investors are seeking guidance to navigate this novel terrain. This is where fee-only advisors play a pivotal role. They […]