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Category: Financial Advisors

Podcast: Brooke Southall — The Past, Present & Future of Wealth Management
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Episode 53 of the NewRetirement podcast is an interview with Brooke Southall — Founder and Principal Reporter of RIABiz.com — and discusses the past, present and future of wealth management. Listen Now: Don’t miss out on future episodes: subscribe on iTunes subscribe on Stitcher And, join our private Facebook Group to discuss this podcast, suggest…

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Does Working with a Financial Planner Boost Financial Confidence?
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Most people approaching retirement have doubts and worries about financial security. Research suggests that taking steps to organize your finances, project your money forward and create a written plan can greatly alleviate concerns and make you feel more confident about money overall. And, working with a financial planner is one way to boost your financial…

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retirement investments

Should You Use a Financial Advisor Affiliated With Your Bank?
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Pensions have pretty much gone away.  We spend 20 to 30 years in retirement.  And Social Security covers only a fraction of our retirement expenses. This means we are pretty much responsible for saving everything we need for retirement on our own. This may seem like a daunting challenge; some people might consider the help…

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financial advisor fees

Financial Advisor Fees: What Will You Pay to Use a Financial Advisor
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Financial advisor fees can be confusing because different kinds of financial advisors have various ways of charging for their services. These are the most common types of fee structures: commissions; flat or hourly fees; assets under management (AUM); and fee-based (a combination of fees and commissions). All of these payment methods are used by legitimate…

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Should You Meet With a Financial Planner and What Should You Discuss?
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How often have you met with your financial planner? Never? Many people are afraid of contacting a financial planning professional sometimes because they don’t think they have enough to invest or because they are afraid they will be sold products they don’t need. On the other hand, there are so many considerations when planning for…

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

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8 Resources for Reliable Retirement Information
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Can you retire without consulting a financial advisor or some kind of retirement professional? Of course. The question is, do you have good resources for reliable retirement information? More importantly, can you retire AND have a secure future without talking with a retirement professional? The answer to this question might be a little more complicated.…

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Podcast: Rick Ferri – What Does the Future of Financial Advice Look Like?
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Episode 20 of the NewRetirement podcast is an interview with Rick Ferri — CFA, author, and founder of Core-4 — and discusses Ferri’s perspective on investing and the future of financial advice after being in the industry for three decades. They address the difference between investing strategy and investing philosophy, advisors as legal fiduciaries and…

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stock market correction

How Much Should You Worry About a Stock Market Correction? Numbers and Tips for Weathering a Financial Storm
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The past month has seen some wild dips in the stock markets. Nothing yet too terribly miserable for most, but enough to make us jittery. Should we be worried about a stock market correction? The easy answer is yes. After all, investing in the stock market is inherently risky and today’s world feels more unpredictable…

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dol fiduciary rule

DOL Fiduciary Rule: Could Trump Ruin Your Retirement Finances?
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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…

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When to Start Working With a Financial Planner — If Ever
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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.…

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Plan your retirement

Working with a Financial Counselor to Plan Your Retirement
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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…

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