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Financial advisor

10 Questions to Ask a Financial Advisor

As important as it is to understand the fundamentals of financial planning, the reality is most of us don’t have the time, knowledge and/or interest to create, implement, monitor and update a comprehensive financial plan. Working with a qualified...

Protecting Your Plan

You’ve consulted with your adviser about your portfolio and estate. Now it’s time to talk about an issue you might not have considered: an integrated insurance plan. “Too many people believe that a financial plan is about saving and investing,”...

Plot Your Course with a Financial Planner

You talk a good game about hiring a financial planner. But do you know what you should discuss—or how often you should meet—with your adviser? “Women tend to think differently about money than men,” says Susan John, chair of the National...

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