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Erik Gomez is just as serious about taking time off to restore and unplug as he is about working hard. The Newport, California-based financial advisor for Northwestern Mutual is an avid baseball fan and likens the way he works to the baseball season: You play hard for nine innings...
A financial advisor can relieve some of the burden if you don’t have the time or desire to manage your finances independently. You’ve experienced a major life event If you recently got married or divorced, had a baby, switched to a higher-paying job or received a significant windfall, ...
Learn more about Benjamin Hall, a financial advisor in Bridgeport, WV with the US News Advisor Finder.
When clients engage a financial advisor, they have certain expectations about the nature of that relationship. Ryan Murphy, Samantha Lamas and Ray Sin explore clients' expectations in aJournal of Financial Planningarticle titled "Identifying What Investors Value in a Financial Adviser: Uncovering Opportu...
A Decision To Keep Going As A Financial Advisor Or Quit Eventually, you get to the point where you have to decide whether or not to keep chewing. Most people do. In fact, thesuccess rate in the financial services industry hovers around 12%. It’s hard. And if you aren’t good at ...
majority of people worldwide remain blissfully unaware of these tax saving avenues. There are several reasons for this lack of awareness. A lot of people do not enlist services of a financial advisor while others opt for Do-It-Yourself (DIY) financial planning. It is high time you should be...
Bonneau, a wealth management advisor at Northwestern Mutual, knew what she had to do. Yet she was surprised that she didn't come across much financial advice when researching all the other things to do before her baby arrived. She went through her budget and started saving, among other thing...
This is a great point. The financial industry has an amazing business model for them, but not so much for clients. Paying $22,000 simply b/c your fees remain under management of an advisor who currently is doing nothing for you simply b/c they have done a good job in the past is ...
Financial Advisor Commissions The problem with number one is that the conflicts of interest are so large that even good people cannot withstand them for an entire career. The worst investment (and insurance) products carry the highest commissions. They have to in order to be sold. So your adv...