You can benefit from financial planning no matter who you are or where you are in life. In fact, it may be just what you need to meet your short-term and long-term financial goals. With a solid financial plan in place, you’ll be able to build an emergency fund, retire early, pay for your child’s […]
Innovative financial advisory services have emerged in the last several years. Investors and traditional advisors should be aware of the advantages and disadvantages of online-only services. NerdWallet Advisors emphasizes its low cost, but potential conflicts of interest should be considered. We all hear about the growing wave of Americans transitioning into retirement and the need […]
If you’re in search of a reputable and experienced financial advisor, consider an XY Planning Network advisor. No matter your age or assets, a financial advisor affiliated with the XY Planning Network (XYPN) may be able to help you meet (and possibly exceed) your financial goals. Unlike many other financial advisors, XYPN advisors don’t have […]
Is Edward Jones a fiduciary? Unfortunately, the question isn’t as simple as yes or no. Rather, the answer is it depends. Choosing a financial advisor who will place your interests ahead of their own is top of mind these days amid changing regulations surrounding suitability versus acting as a fiduciary. Edward Jones, one of the […]
How you pay, and how much you pay, for financial advice is changing. If you thought you couldn’t afford to work with a financial advisor, it’s time to think again. Most financial advisors charge fees based upon the value of your investment portfolio they manage on your behalf. For example, if the investment account managed […]
Registered Investment Advisors (RIAs) are growing. According to FINRA’s 2022 Industry Snapshot, there were 3,394 broker-dealers in 2021, down 41 from 2020, while the number of RIAs grew 7% from 2017. Free from often restrictive rules and product lists, today’s RIAs seek new offerings to serve their client niches. That’s where Halo Investing comes in. […]
The world has changed. Has your financial advisor changed with it? If the idea of commuting back and forth to meet your financial advisor in their office feels a little antiquated, you’re not alone. In a world that’s moved online, finding an advisor who offers 100% digital services means more time in your day to […]
Are you looking for a wealth management firm that can also handle your tax planning needs? While most advisory firms will direct you to speak with your own accountant or tax advisor, Falcon Wealth Planning specializes in tax planning as an integral component of the wealth management services they offer clients. The services offered by […]
Over half of Americans want to make fixing their finances a priority, according to a recent MagnifyMoney survey. While the first step in achieving any transformational goal is to acknowledge the need for change and make it a priority, some things like getting your finances in order are easier said than done. Fixing your finances […]