WiserAdvisor – Blog

Main Menu

  • Main
  • Financial Advisor Guide
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Investment Management
  • More
    • Personal Finance
    • Estate Planning
logo
I Want to Take Charge.
HELP ME FIND AND COMPARE TOP VETTED FINANCIAL ADVISORS IN MY AREA.

FINRA/SEC Registered Advisors

  Your Information is Safe and Secure

WiserAdvisor – Blog

  • Main
  • Financial Advisor Guide
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Investment Management
  • More
    • Personal Finance
    • Estate Planning

Financial Advisor Guide

Home › Financial Advisor Guide
  • 6 Reasons Why a Financial Advisor May be Right for You
    Financial Advisor Guide

    6 Reasons Why a Financial Advisor May be Right for You

    By WiserAdvisor Insights
    April 17, 2025
    Financial planning and advice from a professional go hand in hand. If you have ever felt stuck while trying to make sound financial decisions, ...
    Read More
  • How an Advisor’s Independent Status Affects Your Financial Planning
    Financial Advisor Guide

    How an Advisor’s Independent Status Affects Your Financial Planning

    By WiserAdvisor Insights
    March 13, 2025
    Your choice of a financial advisor can impact your financial future just as much as your investments do. Financial planning is not only centered ...
    Read More
  • Critical Information You Should Share with Your Financial Advisor to Create a Successful Partnership
    Financial Advisor Guide

    Critical Information You Should Share with Your Financial Advisor to Create a Successful Partnership

    By WiserAdvisor Insights
    March 3, 2025
    Open and honest communication is the foundation of a strong relationship with your financial advisor. The clearer you are about your needs and expectations, ...
    Read More
  • 7 Questions to Ask Your Financial Advisor Every Year
    Financial Advisor Guide

    7 Questions to Ask Your Financial Advisor Every Year

    By WiserAdvisor Insights
    January 23, 2025
    While you may meet with your financial advisor throughout the year to discuss your concerns and plans, a yearly review can be especially valuable. ...
    Read More
  • Financial Advisor Guide

    Year-End and Holiday Money Mistakes to Avoid

    By WiserAdvisor Insights
    January 8, 2025
    The holiday season can be a tricky time for your wallet. With your friends and family around, it is easy to get swept up ...
    Read More
  • Are You Putting Your Money at Risk Without Seeking Professional Advice?
    Financial Advisor Guide

    Are You Putting Your Money at Risk Without Seeking Professional Advice?

    By William Hayslett
    December 16, 2024
    When managing your finances, the stakes can feel high, and the decisions you make today can echo long into the future. Hiring a financial ...
    Read More
  • Fee vs. Commission-Based Financial Advisors: What's the Difference?
    Financial Advisor Guide

    Fee vs. Commission-Based Financial Advisors: What’s the Difference?

    By WiserAdvisor Insights
    November 14, 2024
    The compensation model is one of the most important things to consider when hiring a financial advisor. After all, your relationship with your advisor ...
    Read More
  • The Next Steps After Hiring a Financial Planner for Your Future
    Financial Advisor Guide

    The Next Steps After Hiring a Financial Planner for Your Future

    By WiserAdvisor Insights
    November 6, 2024
    Hiring a financial advisor is a big step, but your work does not end there. Setting the right tone is essential from day one. ...
    Read More
  • Financial Advisors for Military Personnel
    Financial Advisor Guide

    Financial Advisors for Military Personnel

    By WiserAdvisor Insights
    September 30, 2024
    The reasons for joining the armed forces may vary. From the need for adventure to patriotism, the army offers it all. While jobs in ...
    Read More
  • Why Trust is the Most Important Asset of a Financial Advisor
    Financial Advisor Guide

    Why Trust is the Most Important Asset of a Financial Advisor

    By Lolita Mitter
    September 2, 2024
    Trust is fundamental when you plan to assign a professional to manage your money and provide you with financial advice. Without trust, you will ...
    Read More
1 2 3 … 6

Don't miss out! Get our Helpful Financial Tips Newsletter

  • Latest Posts

  • Top Insights Driving Financial Planning Strategies in 2025

    Top Insights Driving Financial Planning Strategies in 2025

    By WiserAdvisor Insights
    June 4, 2025
  • Tips to Build Wealth with Patience and Time

    Tips to Build Wealth with Patience and Time

    By WiserAdvisor Insights
    May 29, 2025
  • How to Build a Retirement Plan That Covers Your Healthcare Needs

    How to Build a Retirement Plan That Covers Your Healthcare Needs

    By WiserAdvisor Insights
    May 22, 2025
  • 10 Ways to Diversify Your Investment Portfolio for Retirement

    10 Ways to Diversify Your Investment Portfolio for Retirement

    By WiserAdvisor Insights
    May 13, 2025
  • Popular Posts

  • The benefits of working with a financial advisor - WA

    The benefits of working with a Financial Advisor

    By WiserAdvisor Insights
    July 16, 2019
  • Financial-Professional

    How to prepare for a meeting with your Financial Advisor

    By WiserAdvisor Insights
    October 30, 2023
  • Retirement Calculators

    Best Retirement Calculators to plan Retirement

    By WiserAdvisor Insights
    July 26, 2019
  • How Much To Save For Retirement By Age

    How Much To Save For Retirement By Age

    By WiserAdvisor Insights
    December 18, 2023

Categories

  • Business Finance (2)
  • Education Planning (31)
  • Estate Planning (28)
  • Financial Advisor (1)
  • Financial Advisor Guide (53)
  • Financial Planning (137)
  • Investment Management (94)
  • Personal Finance (16)
  • Portfolio Management (1)
  • Retirement (30)
  • Retirement Healthcare (1)
  • Retirement Planning (106)
  • Retirement Plans (1)
  • Uncategorized (2)

The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice.
A professional financial advisor should be consulted prior to making any investment decisions. Each person's financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.

WiserAdvisor is America’s oldest and largest independent network of screened financial advisors. We make it easy and convenient for consumers to find and connect with advisors in their area. We have successfully helped over 100,000+ individuals find their best financial advisor since 1998 with no match fees, no commitments, no obligation, and complete confidentiality. WiserAdvisor has been featured in The Washington Post, The Washington Journal, ABC, CBS, Yahoo and has been seen in numerous other leading financial news and information websites.

FOLLOW US

  • Recent

  • Popular

  • Top Insights Driving Financial Planning Strategies in 2025

    Top Insights Driving Financial Planning Strategies in 2025

    By WiserAdvisor Insights
    June 4, 2025
  • Tips to Build Wealth with Patience and Time

    Tips to Build Wealth with Patience and Time

    By WiserAdvisor Insights
    May 29, 2025
  • How to Build a Retirement Plan That Covers Your Healthcare Needs

    How to Build a Retirement Plan That Covers Your Healthcare Needs

    By WiserAdvisor Insights
    May 22, 2025
  • The benefits of working with a financial advisor - WA

    The benefits of working with a Financial Advisor

    By WiserAdvisor Insights
    July 16, 2019
  • Financial-Professional

    How to prepare for a meeting with your Financial Advisor

    By WiserAdvisor Insights
    October 30, 2023
  • Retirement Calculators

    Best Retirement Calculators to plan Retirement

    By WiserAdvisor Insights
    July 26, 2019

Contact Us

Corporate Headquarters

12150 Monument Drive, Suite 700
Fairfax, VA, 22033

Business Hours

8:30 AM – 5:00 PM EST (Monday – Friday)

Email Address

wa.assistance@wiseradvisor.com

Phone Number

(703) 651-2060

Fax Number

(703) 259-4487

  • Privacy Policy
  • Terms & Conditions
© Copyright 2025 WiserAdvisor.com. All Rights Reserved.