Financial Advisors

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.

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dol fiduciary rule

DOL Fiduciary Rule: Could Trump Ruin Your Retirement Finances?

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…

February 15, 2017

When to Start Working With a Financial Planner — If Ever

Can you trust a financial advisor? The benefits of working with a financial planner are widely known and convincingly supported by research. However,  too few of us actually turn to professional help when it comes to planning for. A recent study by Northwestern Mutual found that only 20% of Americans have a written financial plan.…

January 18, 2016
Retirement plan consultants

Market Plunge Makes the Case for Retirement Plan Consultants

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.…

September 11, 2015
Plan your retirement

Working with a Financial Counselor to Plan Your Retirement

Alexis Schroeder is a 22-year-old fitness, finance and travel blogger. She writes about saving money while living a healthy, adventurous life in her 20s. Steve Douglas once said, “Your future is always more valuable than today,the sooner you realize that, the better.” With that in mind, working with a financial counselor to plan your retirement…

August 27, 2015

What a Financial Advisor Can Do For You and Your Retirement

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…

May 15, 2015

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

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…

April 30, 2015

Pros and Cons of Obama Administration’s Proposed Retirement Planning Changes

A new proposal by the Obama Administration is taking unprecedented steps toward protecting people who are planning for retirement. President Obama is directing his administration to move forward with a proposed rulemaking that will protect families by imposing a “fiduciary standard” on retirement advisors. The fiduciary standard ensures  that advisors put the interest of average…

March 17, 2015

What is a Certified Financial Planner — CFP: What They Do, How to Choose, Benefits of Using, Differences from Other Financial Advisors, Fees and More…

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…

March 10, 2015
Financial planners

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

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…

January 8, 2015
Retirement financial planning

Study Shows Retirement Plans With Advisors Yield Better Results

Retirement plan advisors help make the plan more efficient. It almost seems to go without saying. Retirement plan advisors help retirement plans perform better. And that’s what a recent study by EACH Enterprise, LLC, and Transamerica Retirement Solutions Corporation has revealed. A survey of retirement plan sponsors that work with an advisor found that over…

October 9, 2014

To Find the Best Financial Advisors, Ask These Questions!

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…

September 25, 2014

4 Ways a Financial Advisor Can Help You Plan for Retirement

As you approach retirement, the financial decisions you make now could mean the difference between comfort and stress as you age. Luckily, financial advisors are available to help ensure that you make the right decisions to enjoy your retirement days. Here are 4 ways a financial advisor can help you effectively plan for retirement. Do…

September 9, 2014

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