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The Latest Breaking News from Financial Advisor

I’m a Financial Advisor: 3 Cases Where I Strongly Advise My Clients To Get Life Insurance

Advisors explain when life insurance matters most — from early career to major milestones and everything in between.

GOBankingRates

I’m a Financial Advisor: People Always Regret Doing These 5 Things With Their 401(k)

Find out what financial advisors recommend you do with your 401(k) and what people tend to regret doing so you can avoid it.

GOBankingRates

I Asked ChatGPT and a Financial Advisor How To Become a Millionaire: Here’s How Their Advice Compared

ChatGPT can offer solid financial tips, but can it replace a real financial advisor? Discover where the AI shines and where human expertise still wins.

GOBankingRates

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Are Some “No-Fee” Advisors Profit-Driven in Hidden Ways?

No-fee financial advisors sound appealing. Who wouldn’t want expert advice without paying out of pocket? But sometimes, “no-fee” doesn’t mean “no profit.” Many advisors still find ways to earn money, even if you never see a bill. This matters because your financial future is at stake. If you don’t know…

The Free Financial Advisor

What Robo-Advisors Don’t Tell Women About Longevity Risk

Technology has made investing more accessible than ever, and robo-advisors are at the forefront of this shift. These automated platforms promise to manage your portfolio with minimal effort, often at a lower cost than traditional financial advisors. But while they can simplify investing, there’s one crucial topic that many don’t…

The Free Financial Advisor

I’m a 22-Year-Old With Over $30K in My Bank Account: 7 Pieces of Advice From a Financial Advisor

We spoke with a financial advisor and expert to gather tips for this Reddit user and any other young person in this situation.

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7 Ill-Advised Advisor Tips That Trigger IRS Audits

Tax season can be stressful. You want to get every deduction you deserve, but you also want to avoid trouble with the IRS. Many people turn to financial advisors for help, trusting their expertise. But not every tip is a good one. Some well-meaning advice can actually put you in…

The Free Financial Advisor

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What Should You Do If Your Financial Advisor Stops Returning Your Calls?

When you trust someone with your money, you expect them to be there when you need them. But what happens if your financial advisor stops returning your calls? It’s a situation that can leave you feeling ignored, frustrated, and even worried about your investments. You might wonder if something is…

The Free Financial Advisor

10 Financial Advisor Promises That Have Left Clients With No Safety Net

Trusting someone with your life savings is a huge leap of faith, and unfortunately, not all financial advisor promises are as reliable as they sound. Many clients have discovered too late that the advice they received left them exposed to unnecessary risk, poor returns, or even total financial collapse. Whether…

The Free Financial Advisor

10 Warning Signs in Financial Advisor Contracts You Shouldn’t Ignore

When you hire a financial advisor, you trust them with your money and your future. But that trust can be broken if you sign a contract that hides risks or puts you at a disadvantage. Many people don’t read the fine print, or they don’t know what to look for.…

The Free Financial Advisor

8 Key Signs You Should Switch Financial Advisors in Current Economic Landscape

If your financial advisor gives outdated advice, offers poor communication, ignores taxes or doesn't tailor plans, it may be time to switch.

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What If the Person Managing Your Finances Can’t Be Trusted?

When you trust someone to manage your money, you expect honesty. But what if your financial advisor can’t be trusted? This isn’t just a nightmare scenario—it happens more often than you think. People lose savings, retirement funds, and even homes because of one person’s bad choices. Maybe you’ve noticed something…

The Free Financial Advisor

6 Reasons Your Financial Advisor May Not Be Acting in Your Best Interest

When you hire a financial advisor, you expect them to put your needs first. You trust them with your money, your goals, and your future. But sometimes, things don’t go as planned. Not every financial advisor acts in your best interest. Some may have hidden motives or conflicts that can…

The Free Financial Advisor

Dave Ramsey Warns 'Trying To Impress Your Broke Friends Will Keep You Broke' — Why Real Wealth Means Letting Go Of Fake Rich Habits

Dave Ramsey, a prominent financial advisor, has a message for those who are financially struggling due to overspending: stop trying to impress others with your possessions.

Benzinga

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The Free Financial Advisor

10 Questions Bad Financial Advisors Are Afraid You May Ask Them

Choosing someone to help manage your money is a big decision, yet not every advisor has your best interests at heart. Some bad financial advisors rely on confusing jargon or vague promises to keep clients from questioning their strategies. Knowing the right questions to ask can reveal whether an advisor…

The Free 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…

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Everybody Loves Your Money

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.

Benzinga

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.

Kiplinger

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.

Beating Broke

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…

Kiplinger

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.

GOBankingRates

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.

Saving Advice

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...

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