It is fairly common knowledge that a financial advisor’s job is to help their clients manage their money. However, there is more to it than that. What do financial advisors do? Financial advisors help their clients establish and manage their financial portfolios...
Have you ever wondered how a financial advisor gets paid? There are two main methods: fees for services and built-in commissions. Fees for Service In the fees for service method, an advisor might charge a fee by the hour. Built-In Commission A built-in commission...
It is a great idea to start teaching your children good financial habits early. Starting young can provide your children with the necessary tools to approach finances responsibly. This could lead to less stress and overwhelm in the future and develop their potential...
Why are financial reviews important? Financial reviews keep the flow of communication between you and your financial advisor. Financial reviews are important to: Update changes to your account and policy informationAdvise you of new products and services that may...
All right, so you decided to write a will. What a great decision! Nevertheless, you find yourself wondering what to do next. Wonder no longer, here are the next pieces of the puzzle. Designate an Executor An executor facilitates the settlement of an estate. It is his...
Creating a will can feel like walking through a corn maze without a map. There are so many paths, and you do not want to take the wrong one or leave anything behind. Common reasons why people avoid writing a will: I cannot afford a willI do not have the timeI will do...
