A financial advisor is a professional who works to help their clients meet and manage their most important financial goals in life. A fundamental goal of a financial advisor is to increase the net worth of their clients over time, while protecting them from risks such as loss of income due to disability, premature death and long-term care expenses. Financial advisors will also work with clients in the areas of tax planning, estate planning, and retirement income planning and asset decumulation.
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What types of credentials/licensing should a financial advisor have? How do I know they are well qualified?
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I would like to begin working with a financial advisor. What is the best way to search? What questions should I ask when interviewing a potential advisor?
Annuities are products that combine insurance and, in the case of variable annuities,
The annuity puzzle refers to the fact that few people choose to annuitize even a portion of their...
