Skip to content
WELLth Financial Planning – Flat Fee Fiduciary Financial Advisor
  • About
    • Christopher Diodato, CFA, CMT, CFP®​
    • Why “Fee-Only Fiduciary” Matters
  • Fee-Only Financial Planning
    • Investment Management
    • Is Financial Planning Worth It?
    • The Planning Experience – What New Clients Can Expect
  • Simple, Flat-Fee Pricing
  • Media Mentions
  • Insights
  • Contact Us
  • Client Resources
    Client Resources
  • Home
  • Insights
  • Page 12

Why You Need to Choose a “Fee-Only” Financial Advisor

Leave a Comment / Fee-Only Financial Planning / Christopher Diodato, CFA, CMT, CFP

Conflicts of interest are bad because they make financial advisors choose between making themselves better off or making you better off. Fee-only financial advisors strive to eliminate all conflicts of interest.

Why You Need to Choose a “Fee-Only” Financial Advisor Read More »

How to Cut Your Cell Phone Bill in Half

Leave a Comment / Budgeting & Financial Wellness / Christopher Diodato, CFA, CMT, CFP

In this article, I’ll discuss how to cut your cell phone bill to $25/month or below. Let’s get started.

How to Cut Your Cell Phone Bill in Half Read More »

Traditional IRAs/401ks vs. Roth IRAs/401ks – Which is Right for You? (Video)

Leave a Comment / Financial Planning, Tax Planning / Christopher Diodato, CFA, CMT, CFP

Traditional IRAs and 401ks, as well as their cousins (Roth IRAs/401ks) are some of the most powerful wealth-building and tax-saving devices available.

Traditional IRAs/401ks vs. Roth IRAs/401ks – Which is Right for You? (Video) Read More »

Free Money? What is the Saver’s Tax Credit? (Video)

Leave a Comment / Tax Planning / Christopher Diodato, CFA, CMT, CFP

This short video covers a valuable and quite underutilized tax credit for those making below certain income thresholds. More information on the “Saver’s Credit” can be found on the IRS’s website

Free Money? What is the Saver’s Tax Credit? (Video) Read More »

How to Pick Winning Stocks With Factor Investing

Leave a Comment / Investment Strategy / Christopher Diodato, CFA, CMT, CFP

Factor investing identifies one or more specific “factors” of companies or stocks which usually correlates with outperformance.

How to Pick Winning Stocks With Factor Investing Read More »

← Previous 1 … 11 12 13 14 Next →
  • WELLth Financial Planning – Flat Fee Fiduciary Advisor
  • Insights
  • Contact Us
  • Accessibility Notice
  • Copyright Notice
  • Disclaimer
  • Privacy Policy
  • Terms and Conditions
  • Regulatory Information

Address: 4521 PGA Blvd. #225, Palm Beach Gardens, FL 33418 -- Phone: (561) 972-8011