Financial Advisor Guide
4 min read
12 Jan 2026
Financial Advisor Interview Tips
When meeting potential financial advisors, approach the first discussion like an interview. Ask questions that help you assess their ability to manage your finances appropriately. A good advisor will ask you about your goals, your current financial situation, future plans, and comfort with risk so they can begin shaping an investment strategy aligned with your […]
11 min read
09 Jan 2026
What are Financial Advisor Disclosures and Why Do They Matter?
Isn’t it always better when you know what to expect? When you buy a house, you want to know whether the neighbourhood suits your vibe. When you plan a vacation, you check if the destination has good places to eat and things to do before booking your tickets. Even at work, when you hire someone, […]
10 min read
08 Jan 2026
Do I Need a Financial Advisor or an Accountant?
Financial planner vs accountant, which one should you choose? If you are stuck between the two, the first step is to slow down and understand what each professional actually does. Both play essential roles in your financial life, but the services they offer can significantly differ. A financial advisor offers a more comprehensive set of […]
10 min read
29 Dec 2025
What is a Fiduciary Financial Advisor?
Did you know the word fiduciary comes from the Latin words fidere, which means to trust, fiducia, which means trust, and fiduciarius, which refers to holding something in trust. Sometime in the 17th century, the word made its way into English and was used to describe something that inspires trust. Over the years, it has […]
10 min read
18 Dec 2025
What is the cost of a financial advisor?
How much does a financial advisor cost? This is one of the first questions most people ask when someone suggests hiring a professional. Cost matters in every decision you make, but it becomes especially important when you are hiring a financial advisor. An advisor is supposed to help you build and preserve your money. Naturally, […]
9 min read
12 Nov 2025
Fee vs. Commission-Based Financial Advisors: What’s the Difference?
Just as there are endless types of food, clothing, and travel destinations, there are also different types of financial advisors. And just like you would never pick a restaurant, a pair of jeans, or a vacation spot without checking things out first, choosing the right advisor also deserves a bit of research. Now, research is […]
8 min read
14 Aug 2025
The benefits of working with a Financial Advisor
The role of a financial advisor is clear. A financial advisor is someone who helps you manage your money, including how to grow and protect it. They offer services such as tax planning, retirement strategies, estate planning, budgeting, saving, investing, and debt management. However, you have probably encountered this textbook definition a dozen times. So, […]
10 min read
10 Jul 2025
Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea
If you are someone who loves a good Do It Yourself (DIY) challenge, whether it is fixing your own car or kitchen sink, you might think investing is just another task you can master on your own. And honestly, you are not entirely wrong. Self-investing, or DIY investing, is incredibly popular. Many people have managed […]
8 min read
02 Jul 2025
The Role of Financial Advisors in Managing Healthcare Expenses
Healthcare costs are rising at a pace that demands attention, particularly for individuals nearing retirement. In 2023, the United States’ National Health Expenditure (NHE) reached $4.9 trillion, equating to $14,570 per person, a 7.5% increase from the previous year. This upward trend is expected to continue, with PwC projecting an 8% annual rise in medical […]
10 min read
17 Apr 2025
6 Reasons Why a Financial Advisor May be Right for You
Financial planning and advice from a professional go hand in hand. If you have ever felt stuck while trying to make sound financial decisions, hiring an advisor can be helpful. Financial planning can be cumbersome and take a lot of your time. However, a financial advisor can help you overcome financial challenges and offer professional […]
9 min read
13 Mar 2025
How an Advisor’s Independent Status Affects Your Financial Planning
Your choice of a financial advisor can impact your financial future just as much as your investments do. Financial planning is not only centered around your investment returns but also trust and peace of mind. The right financial advisor should feel like the perfect fit. Their guidance should make your financial journey smoother, not stressful. […]
11 min read
03 Mar 2025
Critical Information You Should Share with Your Financial Advisor to Create a Successful Partnership
Open and honest communication is the foundation of a strong relationship with your financial advisor. The clearer you are about your needs and expectations, the better they can help you build a plan that truly works for you. Just as a good financial advisor openly discusses risks and rewards, you should also share your financial […]
11 min read
23 Jan 2025
7 Questions to Ask Your Financial Advisor Every Year
While you may meet with your financial advisor throughout the year to discuss your concerns and plans, a yearly review can be especially valuable. It allows you to look back at how your finances have performed, assess where you stand now, and prepare for what lies ahead. This helps ensure you are making the right […]
10 min read
08 Jan 2025
Year-End and Holiday Money Mistakes to Avoid
The holiday season can be a tricky time for your wallet. With your friends and family around, it is easy to get swept up in the moment and spend more than you intended. Between buying gifts, hosting dinners, indulging in treats, and decorating your home, your expenses can quickly snowball into a hefty post-holiday bill. […]
9 min read
16 Dec 2024
Are You Putting Your Money at Risk Without Seeking Professional Advice?
When managing your finances, the stakes can feel high, and the decisions you make today can echo long into the future. Hiring a financial advisor is a widely suggested strategy to avoid making financial planning mistakes. However, when it comes to deciding to hire a financial planner, many find themselves at a crossroads. Should I […]
Find & Compare Top Financial
Advisors in your area
Get Started
Popular Posts
Categories
- Business Finance (2)
- Education Planning (31)
- Estate Planning (31)
- Financial Advisor (1)
- Financial Advisor Guide (56)
- Financial Planning (138)
- Investment Management (100)
- Personal Finance (15)
- Portfolio Management (1)
- Retirement (28)
- Retirement Healthcare (1)
- Retirement Planning (111)
- Retirement Plans (1)
- Uncategorized (2)
Subscribe to our
newsletter & get helpful
financial tips.
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.