A financial advisor can help you meet your financial goals. However, you may need to consider a separate advisor who specializes in investment management.
Financial
From expert advice on investments and budgeting to discussions about economic trends and retirement planning, these articles aim to equip readers with the knowledge they need to manage their personal finances, make informed monetary decisions, and otherwise navigate the complexities of the financial world. Whether readying savings for the future or maneuvering day-to-day costs, the insightful advice equips readers to take control of their fiscal picture and achieve economic stability.
All Financial Articles
Benefits of Hiring a Financial Advisor Before You Retire
The benefits of hiring a financial advisor before retirement are numerous: more savings, flexibility to meet life goals as they change, and more.
Surprise! Yet Another Fee
I received a letter from my doctor’s office—an internist my husband and I have been seeing for more than 25 years—asking me to pay an...
How Much Do Financial Advisors Cost?
A major concern when seeking financial help is how much a financial advisor will cost. This depends on the fee model the advisor works under.
The Stock Market May Double…Maybe Even Triple…by 2034
Consumers and investors are wary these days. The S&P 500 index is at the same level it was at the end of 2021. A recession...
What Is a Financial Advisor?
A financial adviser is one of several types of financial specialists that can advise you regarding your spending and investments to help grow your wealth.
Hidden Tax Trap in New RMD Rules
New rules postpone the start of required minimum distributions (RMDs) until age 73—but not withdrawing money from traditional IRAs and 401(k)s until then could create...
What to Do With an Unneeded Life Insurance Policy
Life insurance policies that were prudent decades ago can feel like financial sinkholes after premium increases. Here are options to consider when you no longer...
Growth Traps
Growth stocks soared 42% in 2023,* but with a slowing economy and possible recession in 2024, investors need to be wary of growth traps. A...
Negotiating With Your Medical Provider
A friend of mine recently asked me if he had the right to negotiate fees with his doctors. My friend has a very high-deductible family...
Best Money Moves in 2024
The economy should continue to grow as inflation subsides, but stock- and bond-market investors can expect greater headwinds…and high interest rates on loans will create...
What Is Shadow Banking…and Why Does It Matter to You?
You may wonder what financial experts mean when they mention the shadow banking system. The term might remind you of expressions like “dark web” or...
