For certain estate planning roles, you may prefer a financial adviser who is also a legal expert. You can verify with state bar association websites the status of an individual’s legal license.
Paying a financial advisor can be worth it if you get enough value to justify the cost. But determining whether this is the ...
A financial advisor is a professional who provides money management guidance for a cost. Learn about the types of advisors and the services they provide.
If you are not writing a check directly to the financial advisor, then it is important for you to know how they are being compensated for their advice and recommendations. There is no superior ...
It’s no different with financial advisers, who use certifications like CFP, PFS and so on. These certifications should signal that advisers are qualified to provide financial advice. Instead ...