I met with Benjamin because I had a specific tax planning question and was exploring the idea of working with an advisor. He took the time to ask questions and understand my situation and my...

Seriously, it is time to fire your financial advisor if they are charging a percentage of your assets. You deserve a fiduciary who is focused on your needs, not their ongoing cut. I started...

It's actually been a while since I worked with Benjamin, but these days every time I peek at my retirement accounts and do nothing but smile and throw money into them, I send him a mental thank...

I spoke with Benjamin today. Full disclaimer: we mutually agreed that working together wouldn't be the right fit. So why the five stars? Because this conversation was completely different from...

i really dislike finances. i've never been good about attending to my money because i don't like the financial world and never wanted to get involved. at a certain point years ago, it became...