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Use these articles to help you figure out the right kind of financial advisor for you.
Do you need a financial advisor? Do they need to specialize in retirement, investments, taxes, or something else? What certifications should you ask for? How much should you pay? Sometimes the questions surrounding financial advice seem as complicated as financial planning itself. Find the answers you need.
Earlier this week I traveled to Chicago to attend the Retirement Income Summit — a financial advisor industry conference focused on the latest ideas about how to improve and secure retirement income. I saw presentations, met up with insiders in the financial services industry and found a few ideas to help you have a better […]
Every financial publication has an article about how Trump might be ruining your retirement with his executive order to revise the Department of Labor’s DOL fiduciary rule for financial advisors. However, because you are reading this article, you are probably relatively engaged with your retirement accounts and may have less reason to worry. There are […]
If you’re like many Americans, you probably have concerns about your retirement plan. But research shows that those who work with a financial planner are often better prepared for retirement and have more confidence in their savings plans. There are many different types of financial advisors. However, taking those first steps toward meeting with a […]
What is a Certified Financial Planner? It seems like every day Americans are reminded how ill-prepared they are for retirement — especially as numerous reports highlight the country’s lack of savings. If this is you, you might consider working with a certified financial planner (CFP). The benefits of teaming up with a financial planner to […]
Good financial advisors can usually improve the finances of almost anyone. But when money is exchanged for a service—especially a service involves your personal finances — there are important considerations for choosing the right professional. You want an advisor who is ethical and has your best interest in mind. Add to these considerations the fact […]
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