Millions of investors trust financial advisors with their nest eggs. But how do you determine whether it’s wise to rely on the advisor you’re considering…or...
Personal Finances
All Personal Finances Articles
How to Find a Financial Advisor You Can Trust
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?
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 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?
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?
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
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...
