FINANCIAL LEARNING
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Fee-Only Financial Planner vs. Fee-Based: What’s the Difference?
Fee-only financial planners get paid by you directly; fee-based planners may also earn commissions on products they sell. Ask any advisor how they...
What to Know About Financial Advisor Fees and Costs
YOU WOULDN'T GET YOUR oil changed or your hair cut without knowing what it'll cost, and yet more than one in five investors don't know what they pay...
6 Pointed Questions To Ask Before Hiring A Financial Advisor
This is a guest post by Kenneth G. Winans, a veteran investment manager based in Novato, Calif. Despite what you might read elsewhere about...
How to Find the Best Financial Advisor
A 7-Step Guide Written by: Dana Anspach, The Balance Hiring a financial advisor is equivalent to hiring a chief financial officer for you or your...
How to Hire a Financial Advisor
If you’ve heard it once, you’ve heard it a thousand times: You need to invest for retirement, especially if you want to retire early. That means, at...
How to Find a Financial Advisor if You’re Not Rich
IF YOU THINK ABOUT IT, the people who need a financial advisor are the ones who can't afford one. If you're impoverished or firmly in the middle...
When Is It Time To Hire A Financial Advisor?
While nearly everyone could benefit from working with a professional financial planner, the cost is often prohibitive. There comes a time, however,...
How to Choose a Financial Advisor
Financial Advisor Industry's Future The challenge, like looking for the right brand or shampoo, is deciding what kind of advisor to work with. You...
How To Choose A Financial Advisor
Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council, a...
What Does A Financial Planner Do?
When you hear the term “financial advisor,” what comes to mind? A lot of people think about an experienced expert who can give them financial...
Annuity: What Is an Annuity?
Annuity: What Is an Annuity? These insurance contracts offer steady income but have some downsides What Is an Annuity? An annuity is a contract...
Annuity: Annuity Terms
Annuity: Annuity Terms What Is an Annuity? An annuity is a financial product that pays out a fixed stream of payments to an individual, and these...
Annuity: Annuity Basics
Annuity: Annuity Basics Information from Insurance Information Institute Annuities are financial products intended to enhance retirement security....
Annuity: 15 Things You Need to Know Now About Annuities
Annuity: 15 Things You Need to Know Now About Annuities An annuity can provide lifetime income, but there's more to how an annuity works than meets...
Annuity: What is an Annuity
Annuity: What Is An Annuity Annuities are insurance contracts that make regular payments to you either immediately or at some point in the future....
Annuity: What is an Annuity
Annuity: What is an Annuity Annuities Annuities are insurance contracts that provide a fixed income stream for a person’s lifetime or a specified...
Annual Financial To Do List
Annual Financial To-Do ListThings you can do for your future as the year unfolds. What financial, business, or life priorities do you need to...
How Wealthy Investors Look for a Financial Advisor
It’s a common assumption that wealthy individuals already have financial advisors assisting them, making them difficult to engage as prospects. But...
Understanding Whole Life Insurance
Whole life insurance is one type of permanent life insurance that can provide lifelong coverage. It provides a variety of guarantees, which can be...
How To Manage Financial Risk Starting A Business In Retirement
Modern retirement is no longer a career-ending event, but instead, often a professional reinvention. “For many people, retirement is a time to take...
I.R.S. Free File For Retirees and Seniors
WASHINGTON – Seniors and retirees whose incomes are under $69,000 a year should explore IRS Free File for free online tax preparation. Seniors are...
How the SECURE Act Will Affect Business Owners
The SECURE Act was passed at the end of 2019, and with it came a variety of unintended and unexpected consequences surrounding tax planning. The tax...
Five Reasons To Get Life Insurance Now
From landing your first real job to living in your own apartment to balancing your own budget, adulting can be hard. It’s easy to get caught up...
How To Keep Your Retirement Account Safe From Cybercriminals
Hackers are targeting new types of financial accounts, including customer reward programs and retirement plans. The thought of losing your life...
FOMC Raises A Special Interest Rate On Bank Reserves
WASHINGTON (MarketWatch) - The Federal Reserve left its benchmark short-term interest rate unchanged again in January, but it did slightly raise a...
Brexit Done: How It Happened and What’s Next
LONDON and WASHINGTON -- It took one referendum, two general elections, three prime ministers and nearly four years, but on Friday, the U.K. will...
Avoid Three Estate Planning Mistakes
Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. Don’t let the process of settling...
Succession Planning Strategies For The New Year
With a new year on the horizon, it’s natural to start thinking about potential resolutions for 2020. Unfortunately, more than three-quarters of...
Should You Buy Digital Smart Locks For Your Home?
Charlotte Pfahl, 68, prefers using an old-school mechanical key to access her New York City apartment. So when her landlord modernized the building...