Home Financial Advisors 5 Ways to Maximize an Initial Financial Advisor Meeting Are you meeting a financial advisor for the first time? We list important ways to get the most out of your initial consultation. First appointments with a financial advisor tend to have two key traits—they’re free and, therefore, relatively brief. Despite this, an initial consultation is a defining moment of your relationship with a professional or their firm. It serves as a prime opportunity to get to know each...

Additional menu ComparisonAdviser Realize Your Financial Goals Financial Advisors Investing Retirement Estate Planning News and Studies Home Investing Active vs. Passive Portfolio Management We examine and compare active and passive approaches to investing, as well as share insight into how to choose between them. While developing and maintaining an investment strategy, you may come across active and passive methods of putting together a portfolio. Both have fundamental differences, however,...

Home Estate Planning 5 Critical Estate Planning Misconceptions We explain and clear up five recurring misconceptions surrounding planning your estate, including the insights of industry experts. Updated Feb 21, 2025 Have you considered your wishes for after you pass away? While it’s almost assuredly not the most comfortable topic for anyone, planning your estate is crucial. It ensures your assets, investments, and personal belongings pass on to the right people and places, staying protected....

Additional menu ComparisonAdviser Realize Your Financial Goals Financial Advisors Investing Retirement Estate Planning News and Studies Home Retirement Balancing Retirement Planning With Today’s Needs How do you maintain a balance between retirement planning and your current lifestyle needs? We explore and examine this question in detail. Updated Feb 14, 2025 Retiring successfully and comfortably is a major goal—requiring a lifelong commitment to planning and saving. It’s not without its...

Home Estate Planning What Happens to Debt When Someone Dies? How do unpaid debts get settled when someone passes away? With expert insight, we explore what happens and who must pay. Imagine a scenario where a relative passes away with unpaid debts. What happens to the owed funds, and who is liable? This is a common and challenging question for loved ones and beneficiaries after someone’s death, and it can be especially magnified if an estate has substantial liabilities weighing it down. In...