Can you retire without consulting a financial advisor or some kind of retirement professional? Of course. You can do anything you want to do. 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. Bad News: The bad news is…
Retirement Financial Advisors News, Information and Guidance
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…
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, how to find a GOOD financial advisor is the important question. It is your money. You need good advice, not bad! Unfortunately, more than 12% of…
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. Another third of U.S. adults said…
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. It’s nobody’s favorite topic of discussion. But that probably means it’s an important…
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…
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 also takes into consideration pensions, Social Security, and all other factors that will affect your retirement specifically. Many people save and invest for…
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. However, taking those first steps toward meeting with a financial advisor can seem daunting, especially when navigating…
The best financial advisors offer many benefits to their clients. However, many of us think that they only provide advice on investments to really wealthy people. Here are 6 things that financial advisors do to benefit clients of all levels of wealth. 1) What Do Financial Advisors Do? They Boost Your Retirement Savings — Dramatically…
Fiduciary duty? If you are not exactly sure what that means, you are not alone. But, how can a concept that should be so important for anyone seeking help with retirement, investments, savings and all personal finance matters be so little known and so little used? How do you even pronounce fiduciary? Pronounced: fid —…
