A financial advisor can help you meet your financial goals. However, you may need to consider a separate advisor who specializes in investment management.
Personal Finances
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Benefits of Hiring a Financial Advisor Before You Retire
The benefits of hiring a financial advisor before retirement are numerous: more savings, flexibility to meet life goals as they change, and more.
Surprise! Yet Another Fee
I received a letter from my doctor’s office—an internist my husband and I have been seeing for more than 25 years—asking me to pay an...
How Much Do Financial Advisors Cost?
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?
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.
Negotiating With Your Medical Provider
A friend of mine recently asked me if he had the right to negotiate fees with his doctors. My friend has a very high-deductible family...
What Is Shadow Banking…and Why Does It Matter to You?
You may wonder what financial experts mean when they mention the shadow banking system. The term might remind you of expressions like “dark web” or...
Scam Alert: Watch Out for These Brand-New Ones…and Twists on Old Ones
Scammers are always latching on to slimy new strategies to steal your hard-earned money—even simple everyday events such as streaming your grandkids’ high school sporting...
How to Get Financial Help for Your Medical Condition
It’s no secret that cancer and diabetes can take a toll on patients’ health and finances—but other health conditions also can be financially devastating. Researchers...
What to Expect in 2024
The pandemic dramatically disrupted the health-care system over the past three years. From free vaccines to the expansion of telemedicine, health-care consumers, people like you...
Which Credit Card Should Be In Your Wallet In 2024?
Spending patterns have shifted in recent years, and household budgets have been reshaped. Are your current credit cards still the most appropriate options? Ted Rossman,...
Beyond the Hype: The Truth About Medicare Advantage
You see the commercials touting Medicare Advantage (MA) plans as being a comprehensive solution to the limitations of traditional Medicare. Dental, vision, and hearing benefits—which...
