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This is an image of a fee-only financial advisor working with a client.

How to find a fee-only financial advisor: four easy steps

The decision to hire a financial advisor is an important one that can have a major impact on the quality of your life. If you …

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Questions to ask your financial advisor

What services do you offer? What is your new client minimum investment amount? Will you sign a fiduciary oath? If not, why? What are your …

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COVID-19 and Contingency Planning

The MCS mission to “Transform money from a source of worry to a resource for fulfillment” extends beyond “Managing Risk to Increase Wealth”. In times …

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Security Checklist 2

My Devices: My computer/tablet/phone requires a password before I can use it Anti-virus software is installed and set to automatically update on my: desktop computer …

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Equifax Data Breach and Identity Theft

The recent Equifax data breach affecting 145 million records has been a sensational story. Equifax is one of the three credit agencies (Equifax, Experian and …

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How do MCS Fees Compare To Other Advisors?

This spring, MCS participated in a survey performed by Inside Information, a financial industry publication produced by Bob Veres. From 956 responses, a majority of …

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