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The Latest Breaking News from Financial Advisor

SEC Says Advisor Fee Conflicts Are Still Showing Up: 6 Form ADV Lines Investors Should Review

Choosing a financial advisor often feels like hiring a guide for a long road trip. Most investors focus on credentials, experience, and personality, but another factor deserves just as much attention: how that advisor gets paid. The Securities and Exchange Commission recently highlighted ongoing concerns about economic conflicts of interest…

The Free Financial Advisor

7 Money Habits Financial Advisors Say Are Quietly Costing Households Thousands Each Year

Small financial habits often slip under the radar, but those tiny leaks can drain household budgets faster than big obvious expenses. Financial advisors frequently notice that families focus on major bills while overlooking everyday decisions that slowly pile up into serious yearly losses. These habits rarely feel dangerous in the…

The Free Financial Advisor

Could Vibe Coding Put Your Retirement Portfolio at Risk?

With more financial pros potentially turning to AI "agents", your private tax data — and nest egg — might be resting on a foundation of unverified code.

Kiplinger

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The ‘Subtle Flex’: 5 Items in Your Home That Quietly Signal ‘Middle Class’ to Your Financial Advisor

Walk into someone’s home, and you can often spot clues about their financial habits without seeing a single bank statement. Financial advisors regularly note that wealth signals are not always luxury cars or designer labels. In many cases, the strongest indicators reflect a practical, stable middle class lifestyle built around…

Budget and the Bees

Why Financial Advisors Are Warning About a ‘Retirement Shock’ Hitting Americans Over 62

Retirement looks peaceful on paper, yet financial advisors now flag a growing “retirement shock” that hits many Americans right after age 62. Rising costs, longer lifespans, and shifting income expectations collide in ways that drain savings faster than most people expect. Many retirees assume Social Security and modest withdrawals will…

The Free Financial Advisor

5 Retirement Costs Financial Advisors Say Still Blindside Americans Over 60

Retirement looks relaxing in commercials. A couple sips coffee by the lake, someone plays golf at noon, and every financial problem magically disappears after age 65. Real life tells a very different story. Many retirees enter their golden years with solid savings and a paid-off home, yet unexpected expenses still…

The Free Financial Advisor

The Hidden Problem With a Bigger Social Security COLA That Financial Advisors Say Many Retirees Miss

A bigger Social Security COLA often feels like a financial win for retirees, especially when grocery bills and utility costs keep climbing. That annual adjustment is designed to help benefits keep pace with inflation, and on paper, it sounds like extra breathing room. But financial advisors warn that the increase…

The Free Financial Advisor

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3 Debts Hitting Boomers Hardest in 2026 — and How To Stop Them From Draining Savings

Rising costs and high interest rates are hitting boomers hard. See the top three boomer debts in 2026 and expert strategies to protect retirement savings.

GOBankingRates

You need nearly Rs 7 crore to raise a child in an Indian metro: Oxford trained financial advisor's viral video sparks debate

Raising a child in an Indian metro city could cost Rs 6.75 crore over 21 years. Financial advisor Udayan Adhye highlights education inflation and lifestyle expenses as major factors. This estimate includes private schools, coaching, healthcare, and vacations. The figure varies based on lifestyle and city.

The Economic Times

Financial Advisors: 5 ‘Safe’ Investments That Might Not Be Safe for Retirees

Bonds, dividend stocks and cash seem safe in retirement, but advisors explain how these investments can increase risk, hurt income and fuel inflation loss.

GOBankingRates

I Asked Investors to Share the Frustrations They Have With Financial Professionals, and These Are Their Top 10

The hidden costs, conflicts of interest and generalized advice that leave investors dissatisfied, and how to find a financial professional you truly trust.

Kiplinger

5 Signs Your Financial Advisor Is Quietly Charging Fees Above 1%—And Reducing Your Returns

Most people assume their financial advisor charges a simple, straightforward fee, but that’s rarely the full picture. While a 1% advisory fee is considered standard,...

Saving Advice

The Most Common Questions Financial Advisors Hear, Answered

From retirement timing and budgeting to credit scores and investing fears, here are some of the questions that financial advisors say clients ask most.

GOBankingRates

A startup called Astor plugs into your brokerage account and texts you AI-driven financial advice for $15 a month

The startup, which just raised a $5 million seed round, is part of a wave of next-generation financial advisors.

Fortune

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I’m a Financial Advisor: Here Are 12 Retirement Mistakes That Cost Clients $100K or More

Financial advisors revealed 12 retirement mistakes costing over $100k: claiming Social Security early, ignoring taxes, poor cash flow planning and healthcare.

GOBankingRates

3 Questions Every $1 Million Investor Should Ask Their Financial Advisor

Hit a $1 million net worth? Here are key questions to ask your financial advisor about fees, wealth management and investing strategy as your money grows.

inkl

Sanford Schmidt on Why Proactive Financial Planning Is the Key to Long-Term Client Confidence

Sanford Schmidt has spent more than four decades refining a philosophy that places proactive financial planning at the center of every client relationship

GOBankingRates

Claude vs. ChatGPT: Which AI Is Best for Retirement and Social Security Planning Right Now?

Financial experts reviewed ChatGPT and Claude retirement plans, exposing math errors, Social Security gaps and why AI can’t replace a financial advisor.

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The 5 Social Security Decisions That Are Hardest To Undo in Retirement

Financial advisors say some claiming choices can lock retirees into lower income, higher taxes or reduced survivor benefits.

GOBankingRates

I’m a Financial Advisor: Here’s When Retirees Should Refinance Their Mortgages in 2026

Financial advisor Lance Morgan explained when retirees should refinance mortgages, including cash flow strategies and the rate exception that changes things.

GOBankingRates

I’m a Financial Advisor: These Are the 5 Questions I Wish New Clients Asked

Financial advisors reveal some key questions on fees, investing philosophy, taxes and retirement planning that they want new clients to ask. Find out more.

GOBankingRates

4 Moves to Shield Your Money Now as Iran Risk Rises, Warns a Financial Advisor

Tensions involving Iran are already pushing up energy and food costs. A financial advisor shares practical steps to protect your budget and investments.

GOBankingRates

5 Wealth-Building Lessons Financial Advisors Wish Everyone Learned Earlier

Advisors share lessons for growing wealth sooner, including tracking spending, investing early, and making financial literacy a family value.

GOBankingRates

I’m a Financial Advisor: The No. 1 Thing Middle-Class Americans Should Do With Their Tax Refund

Some may get a larger tax refund in 2026, but regardless of your refund's size, the question is this: What should you do with it? Read on to find out.

GOBankingRates

5 Age-Based Portfolio Moves Financial Advisors Swear By

Read on as financial advisors share portfolio tips by age, from growth in your 20s and 30s to income, risk management and retirement planning later on.

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