Additional menu ComparisonAdviser Realize Your Financial Goals Financial Advisors Investing Retirement Estate Planning News and Studies Home Estate Planning How Much Estate Planning Costs Wondering how much estate planning costs? We break down the various fees and the factors that influence them. Updated Mar 1, 2025 Estate planning, while seemingly not an imminent task to focus on, is one of the most critical aspects of your finances. A clear estate plan helps you communicate your wishes and...

Home Retirement Is It Ever Too Late to Plan for Retirement? Planning for retirement late in life can present several unique challenges. We explore whether it’s too late and what it takes to get back on track. Years of diligent saving and planning are generally a prerequisite for a comfortable retirement. But what if you haven’t saved anything and, with little time left, realize you have no plan? Is it too late or can you still take meaningful steps toward financial security? In this article,...

Home Financial Advisors How a Financial Advisor Helps Plan for a Home Purchase Buying a home is a major milestone. Learn how a financial advisor can be a valuable asset during this process. Buying a home is often one of the most consequential decisions you’ll make in your adult life. It takes careful planning, saving, and patience to successfully purchase and own a piece of property. While you can go it alone, having a financial advisor by your side can help you be more prepared for such a...

Home Financial Advisors DIY Investing vs. a Financial Advisor: How to Decide Managing your investments on your own can save you money, but could become overwhelming. We compare DIY methods with professional financial advice. Investing on your own can be both empowering and cost-effective. With online resources and trading apps, it’s easier than ever to take control of your money. But does the do-it-yourself—or DIY—approach always lead to the best financial outcome? This article will explore...

Home Retirement How Much Do You Need to Retire Comfortably? Knowing how much to save is an important step to reaching your retirement goal. Learn what to consider as you estimate a realistic savings target. How much do you need to save to retire confidently and comfortably? Knowing this number can be challenging because the answer varies for each person. However, having a plan that considers your income streams, time horizon, and desired lifestyle can help you approach your golden years with...