Education Requirements for Financial Advisors - Or Lack Thereof
The requirements to call yourself a financial advisor are pretty lax. So how do you know they know what they’re doing? I thought I’d...
top of page
Austin Preece, CFP®, EA
Sep 264 min
Investing Rules of Thumb and When to Ignore Them
Personal finance is full of rules of thumb. They can be helpful for DIYers, but most of the time, they’re just noise. Here are a few...
22 views0 comments
Austin Preece, CFP®, EA
Aug 277 min
17 Things You Should Know About Your 401(k)
“Will my 401(k) still be there when I leave?” I got this question last week from someone I work with. It’s her first time having access...
28 views0 comments
Austin Preece, CFP®, EA
Aug 124 min
Stock Picking - Difficult, or Near Impossible?
"Did you see Intel today?" I got this message in early August from a friend of mine who’s also a financial advisor. Intel’s stock...
19 views0 comments
Austin Preece, CFP®, EA
Jul 293 min
Investment Philosophy at PFP
Portfolio construction is not generally the reason that most people hire me. I know this because I don’t advertise it. When I’m giving...
46 views0 comments
Austin Preece, CFP®, EA
Jul 234 min
Hiring PFP as Your Financial Planner
Choosing an advisor to work with is a big decision. If you’ve never worked with an advisor before, it can be a seemingly large expense...
24 views0 comments
Austin Preece, CFP®, EA
Jul 116 min
Thoughts on the Markets Q3 2024
How to make the most money on your investments in the second half of 2024: Just kidding. Stock and bond markets are interesting, so I...
30 views0 comments
Austin Preece, CFP®, EA
Jun 254 min
Summer Tax Check-up
What’s the best part about summer? That’s right – tax planning! I mean, let’s be real, you can only do so many summer activities before...
17 views2 comments
Austin Preece, CFP®, EA
Jun 202 min
Linking Your Bank Account to Altruist
Once your Altruist accounts are opened, you can link your bank account to them. Here are the instructions for doing that on a desktop...
30 views0 comments
Austin Preece, CFP®, EA
May 274 min
Traditional or Roth - Which is Better?
Here's the REALLY short answer: It depends. Less short answer: If you expect your tax rate to be higher when you use the funds, you...
13 views0 comments
Austin Preece, CFP®, EA
May 134 min
The Peril of Social Security
There’s been more and more talk about Social Security and its feasibility recently, as we get closer and closer to the mid-2030s when the...
20 views0 comments
Austin Preece, CFP®, EA
Mar 255 min
5 Mistakes in Real Estate Investing
Real estate is often seen as the golden ticket to wealth - it has been for many, and that trend is likely to continue for those who are...
27 views0 comments
Austin Preece, CFP®, EA
Mar 114 min
How Do I Pay My Advisor
One of the problems in the financial advice industry is a lack of transparency around pricing and how advisors get paid. It can be...
39 views0 comments
Austin Preece, CFP®, EA
Mar 43 min
Financial Planning Can Save You Money
I am very transparent about how I charge the people I work with. You can find my services and how much I charge on my Services page if...
22 views0 comments
Austin Preece, CFP®, EA
Feb 263 min
Tax Benefits of Investing in Real Estate
Lots of people love the idea of investing in real estate. There’s something to be said for being able to drive by or walk through your...
21 views0 comments
Austin Preece, CFP®, EA
Feb 193 min
Let's Talk About Funds!
Most people know that if they invest, they’re going to be buying mainly stocks and bonds. But how do investors go about buying them?...
17 views0 comments
Austin Preece, CFP®, EA
Feb 123 min
What Is A Stock?
Quick disclaimer before I answer the question - I use Microsoft as an example in this post, but that is not to be construed as a...
12 views0 comments
Austin Preece, CFP®, EA
Feb 54 min
Evaluating Your Investment Properties
Investing in real estate can be a great way to build wealth, for a few reasons. Real estate is easy to finance, so you usually don’t need...
19 views0 comments
Austin Preece, CFP®, EA
Jan 295 min
Set Your Kids Up For Success
Every parent I talk to has a specific idea of how they want to set their kids up for success. Sometimes it means helping them pay for...
22 views0 comments
Austin Preece, CFP®, EA
Jan 224 min
What Is Financial Planning?
This question has different answers depending on who you ask. I’ve met advisors who feel that they’re covering financial planning by...
20 views0 comments
bottom of page