Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

In 2019, I wrote an article in response to the influx of robo-advisors in the financial planning space. Today’s investors can open an account, answer a few questions about their risk tolerance, and in ...

As someone who works in the finance industry, a common question I get from new acquaintances is: “So, what should I do with my finances?” At this point, I explain that I’m not a financial advisor.

Robo-advisors are a great fit for some people, while others are better off with a human advisor. These are some of the pros ...

A holistic financial plan goes beyond—here’s how to approach it.

Learn how independent financial advisors operate.

Do I need a financial advisor or should I do it myself? In most cases, if you don't have the time, desire, and/or expertise required to give your life savings enough attention, a financial advisor is ...

Jeff Somers is a freelancer who has been writing about writing, books, personal finance, and home maintenance since 2012. When not writing, Jeff spends his free time fixing up his old house. He has ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...