Making the decision to work with an advisor is an important first step in your financial journey. During your initial meeting, you’ll learn about the value your prospective advisor can provide, and both parties will decide if the relationship is a good fit. Getting...
This last article in our series Is It Time to Hire a Financial Advisor? explores two scenarios that occur more than you might think. It is important to realize how a financial advisor can be a benefit if you’ve recently received a large sum of money or are looking to...
Understanding employee benefits and getting the most out of what is offered to you can be a difficult and time-consuming endeavor. Having a financial advisor to help evaluate your options and weigh them against your financial goals can be invaluable. Here are three...
Major life events bring about a wide range of emotions, from the joy of a newborn to the pain of an unexpected death of a spouse. While financial issues may not be high on the priority list during a major life change, these times tend to be the most critical for...
Prior articles focused on questions to ask a prospective financial advisor, but how do you know if you need one? There are many instances when hiring a financial advisor is a smart decision. For some people, a major life change may instantly impact your financial...
What is life insurance? Life insurance helps provide financial protection for the life you are building and for the most important people in it. Life insurance is a cornerstone to comprehensive financial planning. Life insurance is a contract between the policy owner...
In the final article of our series on questions to ask a financial advisor, we’ll look at two questions that will help you to gain a better understanding of your specific account information. How can I view my accounts? What type of account communication will I...
The first two articles in our series on questions to ask a financial advisor dealt with advisor qualifications, services provided, compensation, and standard of care. Each of those questions are important, and probably the most asked of prospective clients. Our next...
The first article in our series on questions to ask a financial advisor explored compensation and standard of care. This article will discuss the scope of the services to be provided and the qualifications you should look for in a financial advisor. What services does...
Hiring for any professional service can be difficult. Finding a competent, reliable, and trustworthy professional when you might not even know exactly what you are looking for can be even more challenging. Here are 3 questions that you should ask your current or...