- What Is a Financial Plan and How Do You Build One?
A financial plan is a comprehensive overview of your financial goals and the steps you need to take to achieve them. Financial plans are usually written down in physical documents to ensure that it is concrete and final. Many people… read more…
- How Much Does a Financial Planner Cost?
The cost of hiring a financial planner varies depending on the services offered and how those services are billed. Financial planners may charge by the hour, by project, through ongoing subscription fees, or as a percentage of assets under management. According to the 2024 Kitces Report, median fees range from $300 per hour to $3,000… read more…
- 10 Financial Certifications for Financial Advisors
When you’re searching for a financial adviser, you’re likely to encounter an assortment of initials after each financial professional’s name. Some of the most common are CFP, CFA and CPA. These letters signify different financial certifications, which are signifiers of… read more…
- What Is a Certified Financial Planner™ (CFP®)?
Certified financial planner, or CFP, is a widely recognized and popular certification that many financial advisors and financial planners earn. A CFP can help you create a financial plan to set you on track to reach your long-term goals, like retirement,… read more…
- 4 Signs It’s Time to Fire Your Financial Advisor
When you’re trying to build wealth, having an expert in your corner to help guide your decisions could be a good idea. The problem is, what do you do when you and your advisor are no longer on the same… read more…
- 8 Questions to Ask When Choosing a Financial Advisor
If you’ve been paying down your debt for years but can’t seem to get ahead or you’re not sure how to get started saving for retirement, it might be time to get professional help. A financial advisor can answer all your money-related questions and offer advice on the best way to manage your finances. But… read more…
- Choosing the Best Financial Advisor for Your Personal Finances
When it comes to money, it often takes a team to help you manage it correctly, particularly once you start working full-time, saving for retirement and starting a family. Financial planning can be difficult to navigate and is often time… read more…