Hiring a financial advisor is a big step in your financial life, whether you need assistance with retirement planning, investment strategy, or debt management. Because of the vital role that a financial advisor can play, it’s best to take your time finding one you feel you can trust. Befor...
Becoming a financial advisor can lead to a lucrative career, but the real reward is helping clients achieve their dreams.
Automated robo-advisor:So you know you need to invest for your future, but the thought of figuring out how to actually get your money into the stock market makes you freeze up? You’re not alone, and that’s exactly what a robo-advisor can help you with. These companies generally are ...
Some red flags of a financial advisor include not being responsive, constantly trying to sell you products that you are not interested in or that do not fit your profile, not changing strategies when they are not working, poor performance, and focusing on the short term rather than the lo...
However, if someone is hiring a coach in a field that has a lot of very specific regulation — like financial advisors, insurance brokers, or accountants, you’ll want to hire someone who knows that you’re at least dealing with FINRA, Compliance and the SEC when it comes to marketing, ...
If you know your annual income while you're still working, expect to spend between 55% and 80% of that every year throughout retirement, depending on your income, retirement lifestyle, and health care costs. If you plan an active lifestyle in retirement, expect to ratchet up your annual ...
When you do become eligible at age 65, you'll want to remember to sign up during your 7-month initial enrollment period that begins 3 months before the month you turn 65. There's a lot to learn about the world of Medicare. You'll need to know about Medicare Parts A, B, and D, ...
(See this helpful warning from FINRA on public non-traded REITs and private REITs.) Public non-traded REITs and private REITs also can have much higher account minimums — $25,000 or more — to begin trading, and steeper fees than publicly traded REITs. For that reason, private REITs and...
Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.
desktop computer or mobile device. Universal apps represent the most traditional commercial model, with users typically using a freemium pricing model where you can use the app for free but pay to upgrade for additional features paying a once-off license fee, allowing them to install the program...