ComparisonAdviser

Do you need a financial advisor? In the article below, we outline how to decide whether a professional is right for you and tips for selecting the ideal one for your needs. #FinancialAdvisors #WealthManagement #InvestmentManagement https://lnkd.in/gV9dvDuD

Disclosures are an important way clients can assess an advisory firm's disciplinary history and conflicts of interest. We explain how they work and why they're an important consideration while searching for a financial advisor. https://lnkd.in/gx3XV869

Retiring ahead of schedule is a major milestone, but it comes with unique financial and lifestyle considerations. This includes ensuring you have enough savings and planning how you'll spend your time. In the article below, we walk you through what to consider before retiring early. #EarlyRetirement #FIRE #FinancialIndependence https://lnkd.in/giPVnXnp

During periods of market volatility, short-term investments can provide stability and flexibility. While long-term strategies are key for growth, short-term investments, like money market accounts, CDs, and T-bills, offer a way to preserve liquidity and minimize risk. Whether you're preparing for a major expense or looking for a safe place for cash, these options can be integral tools. Our article breaks down how short-term investments work and outlines how to choose types that work for you. #Investing #PortfolioManagement #AssetAllocation https://lnkd.in/gh7XC6PE

Market volatility can be unsettling, but it’s a normal part of investing. The key is to stay focused on your long-term plan and avoid emotional decision-making. In our latest article, we share several insights and tips from financial advisors to help you navigate economic uncertainty. Shoutout to Marcus Sturdivant Sr.,MBA, Jake Falcon, CRPC?, Ben Loughery, CFP?, CRPC?, and Carson McLean, CFP? for offering their expertise for this article. #Investing #FinancialPlanning #MarketVolatility https://lnkd.in/gVwbJNiT

Should you roll your 401(k) over or keep it after leaving a job? Our latest article breaks down the pros and cons of each option, featuring insights from Michael Santiago, CRPC? of RetireGuide, Brian Saranovitz of Your Retirement Advisor, and Matt Hylland of Arnold & Mote Wealth Management. #401k #RetirementPlanning #FinancialPlanning https://lnkd.in/gd-fjnqR

Are you meeting a financial advisor for the first time? In our latest article, we outline 5 ways you can maximize your initial consultation, featuring expert insights from Laura DiFiglio, CFP?, ChFC? and Chad Gammon, CFP?. #FinancialAdvisors #FinancialAdvice #FinancialPlanning https://lnkd.in/gMYwFPFn

What's the difference between active and passive portfolio management? In our recent article, we compare the two and outline how you can decide between each option. A special thanks goes to Michael Santiago, CRPC? of RetireGuide and Kristopher Whipple of Kristopher Curtis Financial for lending their insight and expertise for this piece. https://lnkd.in/g9_KNpKa

Estate planning is essential for protecting your legacy, but how much should you expect to pay? We break down the costs and fee structures to consider when hiring a professional, featuring expert insights from Howard Enders, COO of The Estate Registry and Kelsey Simasko, attorney at Simasko Law. #EstatePlanning #LegacyPlanning #FeeStructures https://lnkd.in/eJqAr48m

Retirement planning involves many critical decisions, including when to take Social Security to how to adjust your investment strategy. In our latest article, Ben Loughery, CFP?, CRPC?, founder and CEO of Lock Wealth Management, shares his answers to some of the most pressing retirement questions and provides insight into the value of working with a financial advisor. #FinancialAdvice #FinancialPlanning #RetirementPlanning https://lnkd.in/ga9d2Fc5