When you hire a financial planner in NH, you are putting a ton of trust in that person. They’ll have access to all of your financial information, and they’ll be advising you on very important (and expensive) life decisions. It’s critical that you work with someone you trust, and someone who has your best interests […]
What You Should Ask Your Financial Advisor
If you decide to work with a financial advisor, it’s important you find someone who understands your goals and has the credentials and experience to support you in your financial journey. Here are some of the most important questions to ask when you’re interviewing potential advisors: Are You a Fiduciary? Unfortunately, not all advisors are […]
Are Financial Planners Valuable?
In our last post, we talked about how a financial planner could help you get organized. But what about the dollar value of that investment? Are financial planners valuable? A document from Morningstar aimed to quantify the real value of financial planning. According to the document, planners can add 1.82% “annual arithmetic return to clients through […]
Do You Need a Financial Planner in 2016?
You know how to budget and you’re making a comfortable salary. You’ve been able to save a little bit each month and you’re getting the hang of how to spend on what you value (instead of just blowing your budget on things that don’t get you closer to your goals). But you’re starting to have […]
How Do You Pay for Financial Planning?
As a savvy consumer, you should understand how your financial advisor gets paid. Some models aren’t as transparent as others, and it’s important to understand if there are any conflicts of interest in your relationship with a professional. How Financial Advisors Get Paid Some financial advisors get paid via commissions. This means they’re incentivized to […]