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Personal Finance

Financial Professional Year-End Tax Tips

Now that we’re in the fourth quarter, it’s the perfect time to schedule year-end tax conversations with your Financial Professional before the rush and demands of the holiday season consumes everyone’s time and focus.

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Fee or Commission: What’s the Best Way to Pay Your Financial Advisor?

When looking for a financial advisor, there’s much to consider: what states they conduct business in, their certifications, whether you enjoy talking with them and trust them, what their specialties are, and, of course, how much they charge.

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Investment Rules That Do Apply to Your Financial Advisor

Knowing what to watch for will help protect you. It’s, also, helpful for investors to know how to talk with their advisor. As they say, “knowing is half the battle.”

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You’re an Accredited Investor: Now What?

Higher-income investors and those who have become millionaires—with seven-figure investment accounts, excluding their primary home’s value—become known as so-called “accredited investors.”

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Should Your Financial Advisor Be Local?

There’s so much to consider when choosing a financial advisor: what kind of fees they charge, the services they provide, and whether you get along with them and trust them, to start. Should their location be in that list?

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5 Solutions to the Biggest Financial Problems Families Face

Whether you make a lot of money or a little or have massive amounts of credit card debt or none, more than likely, finances are an issue in most households.

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Financial Advisor Glossary: Common Financial Planning Terms

When you’re working with a financial advisor to plan your financial future, you’ll encounter a number of industry words and terms that might not be familiar to you.

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5 Questions You Need to Ask Your Financial Advisor Before Buying a Home

Starting the homebuying process can be like taking a crash course in a different language, especially if you’ve never bought before.

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Should I Diversify My Index Funds?

Consistent and responsible investing is all about diversity.

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Should You Participate in an Employee Stock Purchase Plan?

An employee stock purchase plan (ESPP) can help employers promote loyalty among employees while allowing those same employees to participate in the success of the company they work for.

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How to Review a Financial Advisor

Once you’ve found a financial advisor that you feel is a good match for your needs, what’s next? It’s a good idea to carefully review the person you’ll trust with your finances.

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