financial advisor Archives

May 5, 2022byKathleen Coxwell

Want an advisor who works for your best interests? Find someone who acts as a fiduciary. Find out what that means and why its important.

July 2, 2020byKathleen Coxwell

As you near retirement, you may decide it’s time to have someone help make sure you are set up for a successful future. We could all use financial advice. But how to find a good financial advisor is the more important question. Unfortunately, more than 12% of financial advisors who are registered in the U.S.…

July 1, 2020byKathleen Coxwell

The best financial advisors offer many benefits to their clients. However, many of us think that they only provide advice on investments to extremely wealthy people. Financial advisors can offer you confidence, security and a secure retirement plan.Here are six things that financial advisors do to benefit clients of all levels of wealth. 1. Financial…

June 30, 2020byKathleen Coxwell

A lot of people approach retirement by their own wits. This can be a decent way to plan – nobody knows your finances and hopes for your future as well as you do. No matter your financial expertise or lack there of, you at least know what you want. And, the wrong financial advisor –…

September 11, 2015byKathleen Coxwell

Sound financial advice can help you play leapfrog instead of stock market dodgeball. Are retirement plan consultants worth the investment? Toss a quarter in the air and it will land on the right answer. Depending on who you ask, of course. The case for hiring one might be found in the recent stock market plunge.…

May 15, 2015byKathleen Coxwell

Whether you’re new to planning or have a few years under your belt, a retirement advisor can help you meet your unique goals. A financial advisor and retirement advisor are the same in many ways. But there’s one significant difference. Where a financial advisor is concerned with your finances and goals generally, a retirement planner…

April 30, 2015byKathleen Coxwell

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…

January 8, 2015byKathleen Coxwell

Don’t let financial planners intimidate you. They’re there to help, and most of them do a great job. The question isn’t really whether financial planners are worth what they earn; it’s more about whether it’s the best choice for you. If you’re on the fence about hiring a planner to handle your wealth, or prospective…

November 14, 2014byKathleen Coxwell

Americans spend too much time focusing on investing, and not enough time understanding or planning for living expenses in retirement, says Jim Koch, principal and founder of Koch Capital Management LLC. “It’s actually quite sad to me that so much time and energy is spent on looking for that home-run stock versus determining all the…

Tag: financial advisor

What Does Fiduciary Mean?

How to Find a Good Financial Advisor

What Do Financial Advisors Do? (And Do I Need One?)

The Downsides of Working With the Wrong Financial Advisor

Market Plunge Makes the Case for Retirement Plan Consultants

What a Financial Advisor Can Do For You and Your Retirement

Types of Financial Advisors: Your Guide to Finding the Best Financial Advice

Are Financial Planners Worth the Money? Do I Need a Financial Advisor?

Expert Interview with Jim Koch on Managing Outcomes

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