Are you under 40 years old? 6 actions you can take to protect yourself.

By | Early retirement, Investments, Planning, Real Estate | No Comments

Wells Fargo has just shown the world that when you put sales goals, pressure, and the promise of the golden egg in the same pot, you are likely brewing a recipe for sales manipulation. The “Golden Egg” could take the form of bonuses, award trips, promotions, or other benefits given…

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5,300 Wells Fargo employees fired over 2 million phony accounts – how can you avoid becoming one of these victims?

By | Early retirement, Investments, Planning, Real Estate, Retire Early, Retirement, Taxes | No Comments

The recently announced Wells Fargo fraud scandal brings to light the importance of investing with a Fiduciary. Working with captive sales agents can lead to misaligned incentives between customer and sales rep. Let me explain what happened here. Companies like Wells Fargo have great people who work for them. I…

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