Financial Advisor

February 9, 2026Beer is Americans’ favorite alcoholic beverage, according to a Gallup poll of alcohol-consuming Americans. In fact, except for a short-lived period between 2005 and 2006 Americans, on average, have always preferred beer to wine by about 10 percentage points. But for some beer-drinkers, beer is more than just a beverage, it is a way of… read more…

August 13, 2025Ever heard of the financial services industry? Even if you haven’t, you’ve probably interacted with this industry almost every day. You might think it just means working with a financial advisor. But in reality, whether you’re an investor, a homeowner,… read more…

July 8, 2025According to NAPFA, 60% of U.S. adults don’t have a budget and less than 50% of Americans have a purposeful savings plan. Luckily, financial advisors exist and can help you get out of your budget-less rut. You’ll have to be careful about who… read more…

May 15, 2023Finding a financial advisor is easier than ever. In addition to traditional methods like word-of-mouth recommendations, you can also use a financial advisor matching tool or an advisor network’s online database. With so many options at your fingertips, though, it… read more…

November 15, 2024The Financial Industry Regulatory Authority, or FINRA, is a nonprofit organization tasked with overseeing broker-dealers and their registered representatives in the United States. Operating under the oversight of the Securities and Exchange Commission (SEC), FINRA plays a role in maintaining fair practices in the securities industry by regulating and enforcing compliance with rules. It also… read more…

December 29, 2025A 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…

August 12, 2025The 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…

February 9, 2026When 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…

August 25, 2025Certified 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…

May 27, 2023When 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…

August 15, 2025If 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…

August 23, 2023When 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…