Understand how payment structures affect costs, incentives and transparency when working with financial advisors ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and ...

For advisors, fee-based planning also offers something valuable: steadier and more predictable revenue. Commission-based models can mean uneven revenue depending on market cycles or product sales. But ...

If you’re in the process of choosing a financial advisor, you may have seen the term “fee-only” and wondered what that means. As with many things in the financial world, the term makes perfect sense ...

Finding a financial advisor involves more than just looking for someone with the right credentials. It requires identifying a professional who aligns with your financial goals, communication style and ...

It’s easy to get tripped up when it comes to the world of financial advisors, and distinguishing fiduciaries from non-fiduciaries can be challenging. But when you’re looking for financial advice, then ...

Fiduciary financial advisors must choose investments that best align with their clients. These advisors generally take a more holistic and hands-on approach. Fiduciary financial advisors may charge ...

Jay Henry, CFP®, CEPA®, announced today the launch of Coppertree Financial Planning, an independent, fee-only financial ...

Working with a good financial advisor can have a profound impact on your financial life. It can mean the difference between retiring at 55 or working until you are 70. It can affect whether your ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Retirement marks a pivotal life transition, one that ...