What Is the Cost of a Financial Advisor?

If organizing your financial interests has become an endless game of whack-a-mole, the cost of a financial advisor might be worth it to help you tame the tangle. Remember that it's better to focus on the value that the cost of a financial advisor brings you. "Free Advice" can cost you. Fee-based advice allows you to become the boss of your financial interests. Also, the cost of an independent financial advisor should cover far more than merely helping you buy or sell this or that security in your investment portfolio. Determine what the long-term value of financial advice is worth to you. Check out these insights that you can use to assess the value of independent financial advice vs. just looking at the cost of a financial advisor.

Continue ReadingWhat Is the Cost of a Financial Advisor?

2021 Year-End Insights from An Independent Financial Advisor

Yet another year of your careful financial planning process has been disrupted by the pandemic – or has it?
These uncertain times have impacted our work, life, mental health, and financial security. However, if you have been reading my blog posts this year (and even further back), you will likely know the key to weather market storms: setting goals, making plans, and maintaining a focus on ongoing financial planning, without jumping off course as a result of ever-volatile markets (and world events).
Let’s look back at some of the most popular blogs of 2021 featuring this independent financial advisor’s musings…

Continue Reading2021 Year-End Insights from An Independent Financial Advisor