If your financial advisor doesn’t ask these key questions in your first meeting, it may be time to walk away. Here’s what to ...

Why Hire a Financial Advisor? Financial advisors are professionals that guide their clients toward making intelligent financial decisions. They offer advice and services related to investments, ...

A savvy financial advisor will ask a series of questions in order to acquire the right information to concurrently protect their firm, as well as their clients. Client Protection Questions Pensive ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Talking with a financial advisor may be the best decision around Social Security. Financial advisors are well-versed in Social Security benefits to help you figure out your next steps. Are you ahead, ...

If you’re going to have a financial advisor, it’s important to find the right person for the job. Make sure you understand what fees you’ll be charged. Are you ahead, or behind on retirement?

You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what you’d like to ask. Here ...

Money expert Clark Howard puts a lot of emphasis on you taking control of your financial future by investing. When you’re younger, starting out by contributing to your company’s 401(k) or to a Roth ...

Discover five key questions that financial advisors should ask to understand client goals, assess risks, and build lasting relationships.

There's a dangerous assumption many entrepreneurs make: that building a valuable business is the same as building personal ...