My partner and I paid off our mortgage early even though our financial advisor told us not to. Sometimes, I regret it.
Krisann Valdez paid off her $150,000 mortgage six years ago. She says the peace of mind is great, but she regrets not putting ...
It’s Trump 2.0. What Financial Advisors Are Telling Clients to Do Now.
The president’s actions are generating plenty of headlines. Here’s what financial advisors and their clients think.
Emily Standley Allard on MSN5h
Do You Really Need a Financial Advisor if You’re Not Rich? The Pros and Cons Explained
Does the average person really need a financial advisor? The common perception is that financial advisors are for wealth people. Here we explore the pros and cons of financial advisors for regular ...
Why Some Firms Are Turning Operations and Support Staff Into Financial Advisors
To find new advisors, wealth management firms are considering administrative, customer-service, and operations professionals.
I'm a Financial Advisor—Here's 3 Tips to Get Organized for Tax Season
How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about ...
On Her Mind: Retired investment advisor teaches low credit score communities how to manage money
A retired investment advisor is teaching Tulsans in zip codes with the lowest credit scores how to manage their money.