Remove Assets Remove Communication Remove Debt Management
article thumbnail

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. law) with established pro bono programs.

Clients 240
article thumbnail

Serving Pro Bono Clients As A Busy Advisor: How Advisers Give Back Makes Volunteering Easy

Nerd's Eye View

But while new fee models have allowed fee-only advisors to reach an expanding range of potential clients, there are many Americans who could benefit from professional financial advice but might not have sufficient income or assets to pay for it. law) with established pro bono programs.

Clients 227
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How Consumer Credit Counseling Works

Clever Girl Finance

A step-by-step guide on how to use consumer credit counseling Expert tip: A credit counselor can help with more than debt management Where to find a reputable credit service How credit counseling can help you How do you select a credit counseling service? Table of contents What is consumer credit counseling and who might need it?

article thumbnail

The Role of Emotional Factors in Your Decision to Hire An Advisor

WiserAdvisor

Hiring a financial advisor can provide several benefits that are essential for managing your financial well-being. The financial advisor may be involved during personal events like a divorce when your assets are transferred to your ex-spouse. Make a note of their communication skills and interest in the conversation.

article thumbnail

How Much To Save For Retirement By Age

WiserAdvisor

60s: Final preparations for retirement As you near retirement in your 60s, the focus naturally shifts from accumulation to preservation and strategic management of your assets. Shared goals and expectations Open communication and alignment on retirement goals are essential for couples.

article thumbnail

How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Your risk tolerance will influence your investment strategy and asset allocation. Fees directly impact the overall cost of managing your wealth and can significantly affect your investment returns over time. Advisors charge a percentage of your total assets that they manage.

article thumbnail

How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

In case of any doubt or discrepancies, it is vital to communicate with your financial advisor openly. Communication is key in the evaluation of investment performance. Communication is key in the evaluation of investment performance. Transparent communication is paramount in risk management.