Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Today we’re sharing some common scenarios and whether they’re legitimate reasons for leaving your advisor. We’ll share some hypothetical scenarios…
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At this time of year, you can find football on TV almost every night of the week. Many of our clients are cheering on the Bucs each week along with the entire city as we hope for another championship season. You might not realize it but football can teach us quite a bit about financial…
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In today’s economy and the possibility of a long-term market downturn, a lot of people are searching for a financial advisor. What differentiates an advisor who does the bare minimum versus those who will go above and beyond?
An advisor that works with every type of client probably has less time to dedicate to you. If they are only telling you good news, you may want to be wary. On today’s episode, we’ll break down some of the big red flags you need to keep a look out for when you start working with a financial professional.
We are opening up the mailbag today to answer some of our listener’s questions about various financial and retirement topics. Kenneth’s daughter wants to go to a private college, can he justify the large tuition bill? You need to consider the fees, rent, and books you’ll also have to pay back but there are a few options out there you can consider.
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Retirement planning isn’t always about dollars and cents. At the end of the day, financial planning is about your values and what you want your future to look like.
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How do you start the search for an advisor? What are some signs they are the right fit? On today’s episode, we’ll discuss what finding the right advisor looks like.
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