Advisors rooted in your interests revisit your goals often and adjust the plan as your life changes. When the strategy becomes generic, stagnant, or misaligned, it’s a sign that the advisor is no ...

A fiduciary makes a legal commitment to providing clients impartial and informed guidance on their money. One would hope that anyone holding themselves out to be a fiduciary is, in fact, meeting this ...

My wife (62) and I (60) have $2.4 million in our Edward Jones IRA account and have no mortgage payment and our children are out of the house. Do we really need a financial advisor (at 1%) or could we ...

The answer steers back to the facts. Total collapse is unlikely, and planning for that scenario shifts into the realm of ...

Discover five of the top financial advisor companies for retirees.

Planning for retirement can be one of the most consequential decisions of your life, especially in the 4-5 years directly ...

Have a question about your financial adviser or looking for a new one? Email questions or concerns to [email protected].

The Duty of Care Rule is reshaping how financial professionals approach their work. It challenges advisors to move beyond ...

The most productive family financial conversations start with open-ended questions and a lot of listening. Don't let this ...

How Michelle Perry Higgins, principal and financial advisor of California Financial Advisors, is guiding her clients to make smart financial decisions amidst political uncertainty.

Are you getting ready to meet with a financial advisor but have no clue what to ask? Here are five essential ones you can take with you to take the temperature of a new advisor and see if you’re the ...

They're a band that describes themselves as "real American space folk,” and on Wednesday, they'll play live at the Capri Theatre in Montgomery. While holiday shopping can be fun, it’s also a prime ...