Financial Advisers

What is Holistic Financial Planning?
Financial Advisers

What is Holistic Financial Planning?

Derek Burnett | February 23, 2024

Holistic financial planning brings all aspects of your financial plan, budgeting, savings and investing, and more together to serve your long term goals

Is Your Financial Advisor Ripping You Off?
Financial Advisers

Is Your Financial Advisor Ripping You Off?

David P. Meyer, Esq. | February 23, 2024

Millions of ­investors trust financial advisors with their nest eggs. But how do you determine whether it’s wise to rely…

How to Find a Financial Advisor You Can Trust
Financial Advisers

How to Find a Financial Advisor You Can Trust

Derek Burnett | February 22, 2024

A financial advisor you can trust will answer any question you may have, and be transparent about fee structures, commissions, and investment practices.

Can a Financial Advisor Help Me with Estate Planning?
Financial Advisers

Can a Financial Advisor Help Me with Estate Planning?

Derek Burnett | February 21, 2024

An estate planning financial advisor can help ensure your last wishes are carried out with the greatest benefits for your loved ones and favorite causes.

How Do Financial Advisors Help with Charitable Deductions
Financial Advisers

How Do Financial Advisors Help with Charitable Deductions

Derek Burnett | February 20, 2024

Financial advisors can help with philanthropy. Maximizing charitable deductions and helping you make the most impact with your philanthropic giving.

Can My Financial Advisor Help with Household Budgeting?
Financial Advisers

Can My Financial Advisor Help with Household Budgeting?

Derek Burnett | February 18, 2024

Your financial advisor can help with household budgeting. In fact helping with your budget will be foundational to your long-term financial plans.

Should I Hire a Separate Advisor for Investment Management?
Financial Advisers

Should I Hire a Separate Advisor for Investment Management?

Derek Burnett | February 17, 2024

A financial advisor can help you meet your financial goals. However, you may need to consider a separate advisor who specializes in investment management.

Benefits of Hiring a Financial Advisor Before You Retire
Financial Advisers

Benefits of Hiring a Financial Advisor Before You Retire

Derek Burnett | February 16, 2024

The benefits of hiring a financial advisor before retirement are numerous: more savings, flexibility to meet life goals as they change, and more.

How Much do Financial Advisors Cost?
Financial Advisers

How Much do Financial Advisors Cost?

Derek Burnett | February 15, 2024

A major concern when seeking financial help is how much a financial advisor will cost. This depends on the fee model the advisor works under.

What Is a Financial Advisor?
Financial Advisers

What Is a Financial Advisor?

Derek Burnett | February 14, 2024

A financial adviser is one of several types of financial specialists that can advise you regarding your spending and investments to help grow your wealth.

Get the Most from Your Financial Adviser
Financial Advisers

Get the Most from Your Financial Adviser

Marilyn Cohen, CEO | July 5, 2023

Turbulent investment markets and soaring inflation are prompting more Americans to use financial advisers to navigate their increasingly complicated financial…

Financial Advisors Reveal the Worst Mistakes Their Clients Made
Financial Advisers

Financial Advisors Reveal the Worst Mistakes Their Clients Made

November 5, 2019

You would be shocked by the financially foolish things some people do. You can learn to avoid disaster from these financial goofs.

Robo Advisors Are Closing Down—Here’s What to Do
Financial Advisers

Robo Advisors Are Closing Down—Here’s What to Do

David Goldstone | December 10, 2018

Robo advisors were supposed to make it easier to invest for the long-term, but several have already closed. Here’s how to deal with the dangers.

Beware Brokers Who Run Up Charges Through Excessive Trading
Financial Advisers

Beware Brokers Who Run Up Charges Through Excessive Trading

D. Daxton White, JD | November 26, 2018

When the market’s going up, many investors don’t notice that their brokers are churning their accounts—don’t get ripped off this way.

How to Find an Old Pension or 401 (k) Account
Financial Advisers

How to Find an Old Pension or 401 (k) Account

Joellen Leavelle | May 8, 2017

It’s easy to lose track of a 401(k) or pension plan over the years. Ordinarily the best way to recover…