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BIZARRE: Financial advisor news topic - You Need To See This

Chanakya Niti: 5 Warnings About Middlemen That Still Hold Today

Chanakya was not a philosopher who distrusted middlemen in the abstract. He was an administrator who had watched them operate up close, in courts, in trade routes, in diplomatic negotiations, and he documented what they did when no one was paying close attention. The Arthashastra treats the intermediary as a…

Times Life · Nov 2

Your Financial Advisor Retires Suddenly — What Happens to Your Money?

A financial advisor can retire, sell a practice, or announce a departure with surprisingly little warning. For clients, that news can raise an uncomfortable question: Who is looking after the money now?

The Free Financial Advisor · Nov 1

How To Vet a Financial Advisor in 15 minutes, Using Three Public Records

You can check a financial advisor’s license, disciplinary history, fees, and conflicts of interest before you ever sit down with them. It takes about 15 minutes and three records, and all three are public: a registration lookup, a short relationship summary called Form CRS, and, for investment advisers, a longer…

Thousandaire · Oct 30

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The 15-Minute Fitness Habit Couples Can Build Together After 50

Affiliate disclosure: This article contains affiliate links. The Free Financial Advisor may receive compensation if you enroll in a qualifying Medicare plan through these links, at no additional cost to you.

Clever Dude · Oct 30

The Midterms Are Coming. Here's How Markets Might React to Each Scenario.

Will Allen, founder and financial advisor at Sentara Capital, noted that election cycles regularly prompt clients to ask questions about their portfolios.

International Business Times · Oct 29

Planning to Travel in Retirement? Your Medicare Choice Matters More Than You Think

The Free Financial Advisor · Oct 28

The Medicare Choice That Changes How Much Financial Risk You Carry in Retirement

The Free Financial Advisor · Oct 27

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Your Wife Wants to Start Exercising Again — Here’s How to Support Her Without Being Pushy

Clever Dude · Oct 26

Former Revolut execs raise $70 million to tackle a looming financial advisor shortage

Backed by EQT Ventures and Charles Schwab, Nevis automates paperwork for advisory firms that handle hundreds of billions of dollars in assets.

Fortune · Oct 26

Original Medicare vs. Medicare Advantage: Which Costs Matter Most in Retirement?

The Free Financial Advisor · Oct 26

5 Medicare Numbers Every Retiree Should Know Before Planning Their 2027 Spending

The Free Financial Advisor · Oct 25

Your Doctor Left Your Medicare Network: What Happens to Your Retirement Budget Now?

The Free Financial Advisor · Oct 24

Your Company’s Old Data Could Be Worth Money — Here’s Why AI Firms Want It

Affiliate disclosure: This article contains affiliate links. The Free Financial Advisor may receive compensation if you complete an eligible sign-up.

The Free Financial Advisor · Oct 23

Your Medicare Plan Premium Stayed at $0 — These 5 Costs Could Still Rise in 2027

The Free Financial Advisor · Oct 23

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The Free Financial Advisor · Oct 22

A $0 Difference in Premium Can Still Mean Hundreds More in Healthcare Costs

The Free Financial Advisor · Oct 20

Your Financial Advisor Says You’re on Track — But Have You Asked This Question?

Your financial advisor says you’re on track for retirement. Your investments look reasonable, your savings follow the plan, and your projected numbers seem reassuring. Before leaving that meeting feeling financially accomplished, ask one question: “What happens if life doesn’t go according to this plan?”

inkl · Oct 9

Protecting an Aging Parent's Estate: Probate, Trusts, and Financial Elder Abuse in California

Adult children often become involved in a parent's finances gradually. It starts with helping pay a few bills, then managing online accounts, then sitting in on meetings with a financial advisor. Somewhere along the way, questions about the parent's estate plan start to matter a great deal more: whether there…

The Free Financial Advisor · Oct 2

8 Ways to Tell if Your Financial Advisor is Trustworthy

A trustworthy financial advisor should make your financial life clearer, not leave you decoding mysterious fees and impressive-sounding credentials. The real test goes beyond a friendly personality or a polished office. You can check how an advisor gets paid, what services they provide, what conflicts they face, and whether regulators…

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The Economic Times · Sep 29

Scammers now don't want your money or password, they just want...: Financial advisor warns of new fraud that can drain your finances in 30 minutes

A viral social media warning claims scammers are approaching people in public places for help with their phones and using the interaction to steal biometric information. The post alleges that AI-generated identities could then be used to obtain loans within 30 minutes. However, the specific claims about instantly stealing fingerprints,…

The Free Financial Advisor · Sep 28

Your Advisor Turns Up in SEC Records — What That Filing Does Not Promise Before You Wire Money

An advisor appearing in SEC records can make a financial pitch look much more official. But an SEC filing does not automatically mean the SEC registered, approved, endorsed, or investigated that person or firm.

The Free Financial Advisor · Sep 25

Your Financial Advisor Promises a Guaranteed Return — That Should Trigger These 5 Questions

A financial advisor who promises a guaranteed return has just handed a cautious investor a very useful reason to slow down. The word “guaranteed” sounds reassuring, but it leaves out the details that determine whether the promise has real financial backing.

Marie Claire · Sep 3

3 Signs Your Wellness Habits Are Making You Financially Sick, According to a Financial Advisor

Your wellness routine could be doing wonders for your health. But is it doing the same for your finances?

Times Life · Aug 31

What a Government Salary Teaches About Frugality, Savings, and Financial Stability

The Fixed Ceiling Is the Whole LessonA Grade B central government employee in India earns somewhere between ₹35,000 and ₹55,000 a month at entry level, with increments that move on a schedule, not on performance. There is no bonus quarter. There is no stock option. The number arrives on the…

The Free Financial Advisor · Aug 23

Your Financial Advisor Wants You to Roll Over Your 401(k) – Ask These 7 Questions First

A financial advisor recommending a 401(k) rollover can make the move sound almost laughably simple: transfer the money, open the new account, pick investments, and carry on with retirement planning. But moving retirement money changes more than the account number on a statement, so the decision deserves more scrutiny than…

The Free Financial Advisor · Aug 19

Your Financial Advisor Recommends an Annuity: 8 Questions to Ask Before Buying

An annuity can turn part of a retirement portfolio into a stream of income, but the sales pitch rarely tells the whole story. Before signing a contract, ask eight questions that reveal what the annuity costs, what it guarantees, how easily you can access your money, and whether the recommendation…

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