All About Financial Advisor Costs: Fees and Rates
There’s a wide range of fees charged by financial advisors. Here’s what you need to know about financial advisor costs.
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Insights on Choosing the Right Financial Advisor
Once you’ve made the decision you need help managing your financial life, the real work begins. How do you choose a financial advisor who’s right for you?
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The Benefits of an Evidence-Based Financial Advisor
Evidence-based advisors adhere to investing based on rigorous academic data, rather than emotions. Learn more about working with one here.
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Why Consider Using a Financial Advisor Who is a CPA
There are many factors to consider when deciding which financial advisor you should retain. One of the most important ones is to be sure they are registered investment advisors. These advisors (known as “RIAs”) are required by law to make extensive disclosures, especially about their fees and any conflicts of interest. They must always put
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How to Give Away Your Money Legally While Reducing Your Tax Burden
It can fill you with pride and satisfaction to pass on money to a family member or a charitable organization whose mission you support. However, you must follow the proper steps to ensure the gifting is legal and that it doesn’t leave you on the hook for large estate taxes, capital gains taxes, or other
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Managing Your Investment Risks After Retirement
You have a different mindset towards your investments in retirement than you did during your working years. Back then, you built your investment portfolio based on whether you felt comfortable with conservative, moderate, or aggressive risk. Now that you are no longer actively contributing, you probably feel more concerned with achieving consistent performance rather than
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Ask These Four Questions Before Hiring a Financial Advisor
You have taken an important step towards securing your financial future by making the decision to hire a financial advisor. That’s the good news. The challenging part is interviewing several financial advisors until you find the right one. This is especially true when you aren’t sure what to ask this professional. We recommend asking the
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Save vs. Invest: Which One is the Right Option for You?
You want a secure financial future but feel uncertain about the best ways to make that happen. Many people in your position get to the point where they consider the question of saving vs. investment. Which one you should do first or whether you should plan to do both depends on your financial goals for
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Manage Your Money Well by Avoiding These Risks
Everyone manages their money daily, but some do a poor job at it while others save and invest wisely. It’s important to avoid certain actions and learn from your mistakes if you hope to find yourself in the second category. We discuss some important wealth management risks to avoid below. Failing to Diversify Your Portfolio
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How will I afford Health Care when I Retire?
If you plan to retire before you’re old enough to sign up for Medicare, it’s important to consider how you will manage your healthcare expenses. With costs continuing to climb annually and the fact that people typically utilize more healthcare services when they’re older, you will need some type of financial protection. Below we discuss
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