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The Latest Breaking News from Financial Advisor

The Quiet Way Financial Advisors Profit More From Your Retirement Than You Do

Many retirees trust financial advisors to help manage their nest egg, believing their interests are fully aligned. But behind polished presentations and friendly advice, many...

Saving Advice · Sep 29, 2025

5 Bad Money Habits That Quickly Leave People Broke

These bad money habits, from tax mistakes to lifestyle creep, could drain your finances fast. Here’s what financial advisors want you to know.

GOBankingRates · Sep 29, 2025

I’m a Financial Advisor: 10 Most Awesome Things You Can Do for Your Finances

A financial advisor shares 10 basics things everyone should be doing with their money in order to gain control over their finances.

GOBankingRates · Sep 28, 2025

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10 Questions to Bring to Your Financial Advisor This Quarter

Meeting with a financial advisor is only valuable if you ask the right questions. Too often, people show up and simply nod along without digging...

Saving Advice · Sep 25, 2025

I’m a Financial Advisor: People Always Regret Doing These 5 Things With Their IRA

GOBankingRates spoke to a financial advisor, who shared five things people often regret doing with their IRA.

GOBankingRates · Sep 25, 2025

Dave Ramsey Calls Co-Host's 3% Retirement Withdrawal Rate Advice 'Hope-Stealing Trash' After 30-Year-Old With $120K Nest Egg Calls In Confused

For years, financial advisors have drilled the so-called "safe withdrawal rate" into the heads of retirement planners. The rule of thumb? Live on 4% of your nest egg per year, and your money should last. Some even say 3% is safer.

Benzinga · Sep 24, 2025

12 Things Your Financial Advisor Should Have Told You About Annuities

Annuities are often sold as simple retirement income solutions, but the reality is far more complex. Financial advisors sometimes highlight the benefits while glossing over...

Saving Advice · Sep 15, 2025

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If a Financial Advisor Doesn’t Ask These 5 Questions in Your Consult, Keep Shopping

If your financial advisor doesn’t ask these key questions in your first meeting, it may be time to walk away. Here’s what to listen for.

GOBankingRates · Sep 13, 2025

I’m a Financial Advisor: Here’s What a Healthy Multi-Income Stream Could Look Like in Retirement

Discover this financial advisor's expert tips for creating multiple income streams to secure your retirement and build lasting financial stability.

GOBankingRates · Sep 9, 2025

50 With No Retirement Savings? Here’s Where To Start

GOBankingRates talked to two financial advisors to find out the steps you need to take to get started -- here's what they said.

GOBankingRates · Sep 8, 2025

So you’ve won the $1.8bn Powerball. Now what?

Financial advisor suggests several ways to protect yourself and your prize should you win

The Independent UK · Sep 6, 2025

I’m a Financial Advisor: My Wealthiest Clients Do These 3 Things

There's a lot that everyday people, whether working toward their first million or trying to grow wealth, can learn from the common traits of the uber rich.

GOBankingRates · Sep 4, 2025

9 Weird Things Wealthy People Collect That Rarely Make Money

When people think of collections, they often imagine art, vintage cars, or rare coins that appreciate in value. Yet some of the world’s wealthiest individuals pour money into strange collections that leave financial advisors shaking their heads. While the thrill of owning something rare may justify the expense for them,…

The Free Financial Advisor · Aug 31, 2025

Sold A Dream, Stuck With A Nightmare: How A Whole Life Insurance Policy Became A Financial Trap

A whole life insurance policy can offer some extra peace of mind. It can give your loved ones an extra blanket of financial protection in case you pass away. These policies aim to minimize the financial loss for beneficiaries if the policyholder doesn't live as long as expected.

Benzinga · Aug 31, 2025

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The Free Financial Advisor · Aug 29, 2025

Could Your Advisor Be Making the Same Mistakes They Warn You About

When you work with a financial advisor, you expect them to help you avoid common investing pitfalls. You trust their expertise and count on their guidance to help you grow and protect your money. But have you ever wondered if your advisor could be making the same mistakes they warn…

The Free Financial Advisor · Aug 29, 2025

5 Strange Money Beliefs That Advisors Say Are Almost Impossible to Break

Everyone has beliefs about money, but some of them don’t make a lot of sense. These strange money beliefs often start early in life and can stick with us for decades. Financial advisors say that certain ideas are especially tough to break, even when people know those beliefs hold them…

The Free Financial Advisor · Aug 29, 2025

Why Do Some Advisors Downplay the Impact of Greed on Finances

When it comes to managing money, emotions are often close to the surface. One emotion, in particular, can have a profound effect on financial decisions: greed. Yet, some financial advisors tend to downplay the impact of greed on finances. This is an important topic because ignoring greed can lead to…

The Free Financial Advisor · Aug 28, 2025

Why Do Advisors Hate Being Asked About Market Predictions

For many families, talking to a financial advisor means asking the most obvious question: where is the market headed next? Yet this is the one topic that often makes advisors uncomfortable. Despite their expertise, they know market predictions are nearly impossible to get right consistently. Even seasoned professionals admit that…

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The Free Financial Advisor · Aug 28, 2025

6 Questions About Money That Shock Advisors Every Time They’re Asked

Financial advisors hear a lot of concerns, from retirement plans to tax strategies, but some client inquiries still catch them off guard. These unexpected questions about money reveal how deeply personal finances are, and how differently people view wealth, debt, and security. For advisors, it’s a reminder that money is…

The Free Financial Advisor · Aug 28, 2025

9 Lesser-Known Costs of Wealth That Advisors Say No One Prepares For

Most people imagine wealth as the ultimate solution to life’s problems. With more money comes freedom, comfort, and security—or so it seems. Yet financial advisors often warn that there are hidden costs of wealth that many people never anticipate. These expenses and challenges can quietly drain finances and create stress…

The Free Financial Advisor · Aug 28, 2025

Why Do So Many People Ask Advisors If They Can Afford a Vacation

Vacations are meant to offer a break from the daily grind, but for many, the simple question “Can I afford a vacation?” is more stressful than relaxing. It’s a common question financial advisors hear, and it matters for reasons beyond just booking flights or hotels. People want to make memories,…

The Free Financial Advisor · Aug 28, 2025

7 Big Purchases That Advisors Say People Regret More Than Anything Else

Making big purchases often feels exciting in the moment, but the thrill can quickly fade. Many people find themselves looking back and wishing they had made different choices with their money. Financial advisors hear these regrets all the time, especially when it comes to large expenses that don’t turn out…

The Free Financial Advisor · Aug 28, 2025

6 Weird Requests Advisors Say Clients Make During Meetings

Financial advisors have seen it all, but some client requests still catch them off guard. These moments can be entertaining, but they also highlight the importance of clear communication and trust in the advisor-client relationship. When clients make unusual demands during meetings, it often reveals anxieties or misunderstandings about money…

The Free Financial Advisor · Aug 28, 2025

Why Do Some Advisors Refuse to Talk About Cryptocurrency

Cryptocurrency is everywhere in the news these days. Many investors are curious about Bitcoin, Ethereum, and other digital assets. But if you’ve asked your financial advisor about cryptocurrency, you may have noticed something: some advisors just won’t talk about it. This can be confusing, especially with so much buzz and…

The Free Financial Advisor · Aug 28, 2025

Could Your Advisor’s Optimism Be the Biggest Risk to Your Portfolio

When it comes to investing, we all want to believe that our financial advisor has our best interests in mind. Their confidence can be reassuring during market turbulence and help us stay the course. But what if your advisor’s optimism is actually putting your investments in danger? Excessive positivity can…

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