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The Latest Breaking News from Financial Advisor

What Financial Advisors Are Quietly Warning About in 2025

Many families are planning for retirement, investments, and long-term savings without realizing that 2025 could bring major shifts to their financial future. While headlines focus on stock market predictions and interest rate changes, financial advisors are hinting at deeper issues on the horizon. These aren’t the kind of warnings you’ll…

The Free Financial Advisor

7 Inheritance Mistakes That Financial Advisors Warn Against

When you think about inheritance, you probably picture a smooth transfer of money or property to loved ones. But it’s rarely that simple. Inheritance mistakes can cost families time, money, and even relationships. Many people don’t realize how easy it is to make errors that can undo years of careful…

The Free Financial Advisor

8 Signs Your Financial Advisor Is Not Acting in Your Best Interest

When you trust someone with your money, you expect them to act in your best interest. But not every financial advisor lives up to that standard. Some may put their own profits ahead of your goals. Others might not have the right experience or care enough to give you honest…

The Free Financial Advisor

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10 Times Financial Advisors Were Caught Exploiting Retirees

Retirees often trust financial advisors with their life savings, believing they’re in safe, professional hands. Unfortunately, that trust is sometimes misplaced. Over the years, countless cases have surfaced where advisors took advantage of the elderly, manipulating their finances for personal gain.

Everybody Loves Your Money

Dave Ramsey Tells Wife How To Deal With Husband Who Won't Stop Overspending On Dining Out: 'Show Him The Numbers'

Renowned financial advisor and radio host Dave Ramsey addressed a financial dilemma faced by a married couple.

Benzinga

The Rule of Retirement Inversion

The rule of retirement inversion says that to have a great retirement, you must ask yourself what would ruin a great retirement — and then plan to avoid it.

Kiplinger

Ready to Retire? Make Sure You’ve Hit These 9 Financial Milestones

Retirement is a significant life event that many look forward to, but it comes with its own challenges, especially financially. Being ready to retire isn’t just about reaching a certain age; it involves meeting key financial milestones that ensure you can enjoy your golden years without financial worry. Here, we…

Beating Broke

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Dave Ramsey Calls Out These 5 Money Mistakes — Are You Guilty?

Your debt can prevent you from reaching your financial goals. Per financial advisor Dave Ramsey, here are the common reasons keeping you in it.

Kiplinger

5 Ways Trump’s Policies Could Alter Your Financial Advisor’s Advice

Here are five questions answered about the ways your financial advisor's advice could change under Trump.

GOBankingRates

7 Times People Lost Everything Because of “Trusted” Financial Advisors

We often believe that financial advisors are the gatekeepers of our wealth, working tirelessly to ensure our money grows and remains safe. After all, they’re...

Saving Advice

10 Things Your Financial Advisor Hopes You Never Learn

Financial advisors play a crucial role in helping individuals plan for their futures, manage investments, and prepare for retirement. Many are ethical professionals who prioritize...

Saving Advice

I’m a Financial Advisor: 3 Signs You’re Building Generational Wealth

Learn the essential steps to create generational wealth and protect your family’s future.

GOBankingRates

Dave Ramsey Says Don't Buy A New Car Unless You're Worth $1 Million

Renowned financial advisor Dave Ramsey has offered valuable advice to Americans considering buying a new car, highlighting the importance of making a well-informed and financially sound decision.

Benzinga

7 Financial Advisors Under Fire for Elder Manipulation

Financial advisors are often seen as trusted professionals—people who help clients navigate complex decisions about retirement, investments, and estate planning. But for some seniors, that...

Saving Advice

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Clever Dude

Why Some Financial Advisors Won’t Work With Clients Over 65

For many people nearing or already in retirement, working with a financial advisor can seem like an essential step toward safeguarding their financial future. However, a growing number of older adults are encountering a surprising hurdle: some financial advisors simply refuse to take on clients over the age of 65.…

Benzinga

Ray Dalio Forecasts 'Big, Painful Disruptions' as US National Debt Set To Swell Over Next Decade

In the wake of President Donald Trump‘s budget bill approval, billionaire and financial advisor Ray Dalio anticipates serious economic repercussions.

Benzinga

Should They Roll Over A $1M 401(k) To Their Financial Advisor? Suze Orman Warns Against Losing Early Withdrawal Access

Rolling over a $1 million 401(k) to a financial advisor might seem like a smart move — but according to personal finance expert Suze Orman, there are some serious trade-offs to consider first.

Benzinga

Efficiently Inefficient: 28-Year-Old Finance Pro Presents Paradox For An AI-Traded Future

At just 28 years old, financial advisor Luke Lloyd learned some of life's toughest lessons—many of them forged in the blue-collar heart of Martins Ferry, Ohio. Growing up in a town where generations worked “their tails off” in coal mines and steel mills, Lloyd saw firsthand the grit and dedication…

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Benzinga

The Investment Rule Ric Edelman Just Threw Out—And What He Replaced It With

Financial advisor Ric Edelman, who once suggested minimal exposure to cryptocurrencies, now says digital assets should make up a much larger portion of investment portfolios.

Kiplinger

The Fiduciary Firewall: An Expert's Five-Step Guide to Honest Financial Planning

Armed with education and awareness, you can avoid unethical people in the financial industry by seeking fee-only fiduciaries and sharing your knowledge with others.

Saving Advice

10 Red Flags Your Financial Advisor Isn’t Looking Out for You

Choosing a financial advisor is a big decision. You trust this person with your money, goals, and future. But not every advisor has your best...

Benzinga

Wealthy Investors Want Crypto Advice But Doubt Their Advisors' Experience: Report

A growing number of affluent investors are turning to financial advisors for digital asset guidance, but many are skeptical about whether their advisors have sufficient crypto expertise, according to a new study by CoinShares.

The Free Financial Advisor

6 Financial Advisors Who Stole More Than They Helped You Earn

When you hire a financial advisor, you expect them to help you grow your wealth, not drain it. Yet, history is full of stories where trusted professionals turned out to be anything but trustworthy. These financial advisors didn’t just make bad investments—they actively stole from their clients, sometimes leaving entire…

Saving Advice

Advice for Financial Advisors—Part II

Advice for Financial Advisors—Part II Written by Barbara Huson I truly believe the best way for women to create wealth is by working with financial...

Kiplinger

Financial Advice and Retirement Confidence: What's Wealth Got to Do With It?

This retirement researcher notes that retirement confidence increases the most for those with access to advice who have a lower total level of savings.

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