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Category Archives: Financial Advisor

More Financial and Estate Planning Professionals See Desire from Younger People

All generations can benefit from estate planning, but that doesn’t mean that all people seek out the support of estate planning lawyers and financial advisors as they should. Younger people are, however, seeing the benefit to planning ahead as they … Continue reading

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The Importance of Vetting Your Financial Advisor

Any time you work with a professional, including a financial advisor, it’s well worth doing the research to verify that he or she is the right fit for you. You will want to interview a few different options before choosing … Continue reading

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You’re Close to Retirement. What Financial Planning Options Do You Have?

Retirement today is one of the most complicated subjects and also one of the most important, with a growing baby boomer population. To help determine what type of financial advice is most applicable for you, it depends on where you … Continue reading

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Coalition Wants Better Rules Governing Financial Advisors

A number of public interest groups have formed a coalition whose purpose is to protect the interests of retirees. View image | gettyimages.com These organizations want the “U.S. Department of Labor to revise rules requiring financial advisers to act in … Continue reading

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Financial Planning Needs Of Women Differ From Those Of Men

Men and women are different. That’s not exactly earth-shattering news to most people, although many may not realize this also applies when it comes to financial planning, as pointed out in a recent article in Forbes magazine. View image | … Continue reading

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Changing will provisions at the end can be problematic

John Grisham’s latest bestselling novel revolves around a wealthy man crafting a handwritten will that completely cuts out his family and leaves the fortune to his housekeeper. The reason the man did this just prior to taking his own life, … Continue reading

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The ‘prenup talk’ is well worth having

In the heat of passion, many people are lukewarm to the very notion of a prenuptial agreement. Attorneys and financial advisors face an uphill battle, more often than not, in convincing clients that when it comes to legal protection, they … Continue reading

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Choosing financial advisor doesn’t have to be a headache

Some people put more thought into choosing an outfit for the day than they do in selecting a financial advisor. They almost assuredly know that the one is far more important than the other, but feel there is no way … Continue reading

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