Tag: financial advisor

4 Tips from Google That Will Help You Find the Best Financial Advisor

What do you type into a Google search bar to find the best financial advisor? Is it your city and state? The service you want?...

What are Retirement Assets? What’s a Fiduciary? Financial Terms Explained

Not all investors are financial geniuses. In fact, most aren’t. That’s why they look to hire the best financial advisor to care for and properly...

Your Financial Advisor and the TCJA; Notable Tax Changes for Residential Homeowners

A good financial plan takes in many different considerations. Investments, of course, are a top priority, but a good financial advisor should also understand your...

How Transparent is Your Financial Advisor When It Comes to Compensation?

A 2011 survey of 7,800 investors by Cerulli Associates revealed that 33 percent did not know how they paid for the investment advice they receive,...

Don’t Be the Next Victim of Financial Fraud

You’d think that the notoriety of the Madoff Ponzi scheme would have sensitized investors to fraudsters, but investors get scammed all the time, and frequently...

How to Select the Best Virtual Financial Advisor

When you think of a financial advisor, you probably think of an advisor with a brick and mortar office in your city. You can jump...

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