Interview Questions for Selecting a Financial Advisor
Realizing that you need the expertise of a professional financial advisor is the first step to securing a solid retirement plan. There are so many nuances from tax management and estate planning to selecting an appropriate investment strategy, that the average person may be overwhelmed on where to start. Below, we’ll give you some tips to help you select a trusted financial partner.
Why Tax Planning is Important
Have I saved enough to retire? There are many factors that go into the answer, but one of the common oversights is not paying attention to how taxes can erode your spendable dollars. In this article, we’ll discuss why thorough tax planning is necessary for a successful retirement.
Should I Seek A Fee Only Advisor?
If you are considering engaging a financial advisor, one of the criteria you should understand is how they are paid and how much you will be charged for their services. In this article, we explain the different advisor compensation methods and why a fee only advisor may be your best choice.
Is Now a Good Time to Purchase a Home?
Purchasing a home is one of the biggest expenditures the average household may make. Whether you have a growing family or are a downsizing empty-nester, the decision to purchase a new home takes careful consideration.
Should I Invest in a CD?
With the Federal Reserve rate hikes over the past year, you may have noticed that your local bank or credit union increased rates on their CDs. After having endured almost a decade of nearly zero interest rates, these new offerings may seem attractive to consumers. In this article, we’ll explore the basics of CDs and whether they fit into your savings strategy.
Elevating Your Financial Future: Investing for Retirement
Unlocking Financial Success: Understanding Wealth Advisory Services
Embarking on a journey toward financial prosperity involves strategic planning and expert guidance. Many individuals wonder, “Do I need PFM’s wealth advisory services?”
Navigating Retirement Decisions: Is Now a Good Time to Retire?
As you contemplate the prospect of retirement, the question echoing in your mind might be, "Is now a good time to retire?" This decision is a complex interplay of factors, including your financial readiness, market conditions and personal goals.
Best States to Retire In
As retirement approaches, finding the perfect destination becomes a top priority for many. Selecting the best state to retire in involves evaluating various factors, including financial implications, lifestyle preferences and healthcare access.
How Much Should I Contribute to my 401K?
Saving for retirement is a top financial priority for many individuals, and your 401(k) is an excellent tool to help you achieve your long-term financial goals. But how much should you contribute to your 401(k)?
What Is a Roth IRA? A Guide for Pre-retirees
If you’re asking, “What is a Roth IRA?”, understanding these investment options is essential for making informed financial decisions.
What Is a Fiduciary? Your Guide to Finding a Trustworthy Financial Advisor
When it comes to managing your finances and planning for your future, understanding what a fiduciary is and finding a trustworthy partner is essential.
How Much Money Do I Need to Retire?
The dream of a secure and comfortable retirement is shared by many, but it takes diligent planning and informed decisions to make it a reality. We frequently encounter questions like, "How much money do I need to retire?"