Advisors
Showing 24 results of 174
Fee-based financial advisor, or self service
Mar 03 2023
I am 60 (closer to 61). My 59 (closer to 60) year old wife is retired. I work part-time at a job that just about cover our regular expenses. Our net financial worth is seven figures, and a combination...
reddit.com
Starting Retirement, Do I manage myself or let financial advisor?
Mar 03 2023
I M19, am trying to build my Roth IRA and overflow retirement accnt. I have about 15k I want to put into retirement. I have investing experience, I know a good bit of stuff. However I do not know the ...
reddit.com
Autobiography is not Financial Advice
Mar 02 2023
The Atlantic writer Derek Thompson wrote an article about the best career advice he’s come across that “might be marginally useful.” Your Career Is Just One-Eighth of Your Life was a...
retirebeforedad.com
Caregiving can sap retirement savings. Here's how advisors can help
Mar 01 2023
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financial-planning.com
Why a Fiduciary Duty Matters When Choosing a Financial Advisor
Feb 25 2023
Earlier this week, we examined why financial advisors might do this crap. Good financial advisors pursue certifications and take oaths ... Read more...
physicianonfire.com
SSDI and rolling over to IRA and financial advisors. Fiduciary and/or RIA?
Feb 23 2023
Hello. I am retiring soon. I am receiving SSDI. I have a 401a and I also have a regular pension which I have the option to take payments or take a lump sum. I am going to take the lump sum, combine it...
community.aarp.org
Why Do Financial Advisors Do Crap Like This?
Feb 21 2023
Here’s a scenario that’s played itself out several times since I started writing about personal finance. A couple, at or ... Read more...
physicianonfire.com
Drawing from Investments in Retirement
Feb 12 2023
Would appreciate any input as I will be discussing with my financial advisor. I’m about to turn 65 and retired about a year ago. I haven’t touched my investments this far, but will need to...
reddit.com
The 4% Rule
Feb 09 2023
I see a number of people working very hard and saving in a 401(k) or IRA (or Roth IRA). Are you aware of the 4% rule? Have you spoken to your advisor about it? Google ‘The Trinity Study’ a...
reddit.com
Times When Choosing A Fiduciary Advisor Is Critical To You And Times When It’s Not
Feb 08 2023
“Fiduciary” has become an attractive marketing term, but what does it mean? More importantly, what does it mean to you?...
forbes.com
Wealthsimple Review 2023: Still Canada’s Best Robo-Advisor?
Feb 07 2023
Robo advisor platforms remove almost all of the work from investing, allowing you to follow a passive investing strategy. It’s no wonder they’ve become so popular; it’s expected that...
retirehappy.ca
Advice-Only Financial
Feb 01 2023
When you need a financial advisor, work with someone who only gives advice but doesn't manage any investments....
adviceonlyfinancial.com
Retirees Must Ask These Questions Before Hiring A Financial Professional
Jan 28 2023
Any annual review—whether year-end or your birthday—prompts thoughts of “Can I do better?” Well, it’s best to look before you leap because the grass is not always greener...
forbes.com
Leaving a Bad Financial Advisor
Jan 19 2023
Today, we answer a wide variety of your questions including what HSA contribution rules are, the importance of spending money instead of just saving it, if it is a good idea to change your financial p...
whitecoatinvestor.com
More Powerful than Financial Advice
Jan 12 2023
Financial advice can be free (google it) or expensive (hire an advisor). But financial advice tends to be tactical — buy this investment, optimize that tax advantage — instead of behaviora...
retirebeforedad.com
What's coming in 2023? Advisors predict change, not revolution
Jan 09 2023
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financial-planning.com
How Much Does a Financial Advisor Cost? | Personal Capital
Dec 19 2022
The cost of hiring a financial advisor depends on several factors, starting with the advisor’s fee structure. This article covers expectations and average costs....
personalcapital.com
Ask an advisor: Should I get a traditional or Roth 401(k)? My company offers both
Nov 15 2022
A young engineer in Providence faces two choices for a lifetime of retirement saving. Advisors weigh in....
financial-planning.com
Bigger Isn’t Always Better When It Comes to Financial Advice
Oct 24 2022
Here’s why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions....
kiplinger.com
When Should You Hire a Financial Advisor?
Jun 28 2022
Should you hire a financial advisor? Are they worth the cost? Is now the right time? If you've ever asked yourself any of these questions, then this article is for you. With all the wealth that has be...
ofdollarsanddata.com
Solve Life Backwards
Jun 07 2022
My college advisor once told me something that would fundamentally change how I make decisions: Solve life backwards I didn't know what he meant when he first said it, so he went on to explain: It's m...
ofdollarsanddata.com
Why I don’t like investment advisors
May 04 2018
When I say Money Managers, I am also referring to Investment Advisors, Financial Planners, Brokers and the like....
jlcollinsnh.com
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