DARK SECRETS: 6 - The Real Truth

How Do I Know If My Advisor Is Qualified to Handle My Complex Situation?

Choosing a financial advisor can feel overwhelming, especially when your financial life isn’t straightforward. Maybe you own a business, have a blended family, or face unique tax challenges. In such cases, ensuring that your advisor is qualified to handle your complex situation is crucial. The right advisor can help you…

The Free Financial Advisor · Oct 7, 2025

I’m a Financial Advisor: Here’s How To Invest $50,000 for Maximum Growth in 10 Years

Financial planner Dr. Preston Cherry shares smart, flexible ways to invest $50,000 — based on your goals, life stage and long-term financial strategy.

GOBankingRates · Oct 6, 2025

8 Truths Any Competent Financial Advisor Will Tell You About Legacy Planning

Millions are set to inherit during the $90T Great Wealth Transfer—here's what smart legacy planning with an advisor looks like.

GOBankingRates · Sep 30, 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

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