I'm a financial planner with 6 ways to get the most out of your tax refund
Your tax refund can be a valuable opportunity to build lasting financial security — and that starts with eliminating debt.
How Savvy Is Your Financial Adviser? Three Ways to Find Out
Don't be afraid to ask your adviser if they're keeping up with industry developments and their own training. How else can you ...
Are you still paying 1% to your financial adviser? Here’s what might make a lot more sense — and save you tens of thousands of dollars
Learn more Many financial advisers charge based on how much money they manage on your behalf, and 1% of your total assets ...
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Am I Being a Cheapskate for Not Wanting to Pay $50K for a Financial Advisor After My Husband's Passing?
Retirement marks a pivotal life transition, one that demands careful financial preparation to ensure stability and peace of ...
If your financial adviser contacts you fewer than this many times a year, ‘you can be sure they aren’t paying attention to you’
All told, this means that there will likely be fewer professionals available to help you – and those that are might not have ...
Turbulent markets reveal the worth of your financial advisor. Here are two ways to tell
In the real world, however, not all financial advisers deliver. It’s hard work managing other people’s money when markets are ...
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Retirees: Beware of These 6 Red Flags When Working with a Financial Advisor
When working with a financial advisor, the hope is that the advisor is someone you can trust and that the advice is honest ...
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Why do I need a financial advisor if I can just buy an ETF and chill? Here Are 6 reasons it's not that simple
When you think about why you need a financial advisor, some people shrug off this idea and say they can manage their finances ...
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Find a financial advisor: How to get matched with one near you or online
But finding the best financial advisor for you isn’t always easy ... Know the fees and cost: Advisors charge for their services in different ways, including hourly fees, asset-based fees ...
What to Know About Financial Advisor Fees & Costs
Harris Research poll commissioned by Empower found that 71% of Americans have bought a lottery ticket and 24% of millennials have consulted a fortune teller. However, only 33% ...
Financial Planning3d
Fiduciary standard drives client trust in advisors: Cerulli research
Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.