Good Financial Reads: Do I Need a Financial Planner?

Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

If you like what you read or are interested in the advisors below, be sure to click on their name to learn about them and their niches, or their firm name to visit the company website!

Catch up on some of the latest posts with this week's roundup:

Do I Need a Financial Planner?

by Ryan Cole, Citrine Capital

Working with a high-quality financial planner isn’t cheap, which probably has you wondering whether it’s really worth the cost. Furthermore, you probably didn’t need a financial planner in your 20s, as your finances were simple back then, so maybe the DIY approach can last a little longer.

But let’s face it, as we change jobs, get married, have children, purchase homes, and get promotions our free time becomes limited and our financial lives increase in complexity, and this added complexity will most likely cause you to question your current financial picture. 

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The Value of Financial Advice: Quantified & Explained

One of the most common questions I hear from prospective clients is, “What kind of value can I expect to get from working with you?” My initial response often is, “It depends on your unique set of circumstances, but using a financial planner like myself certainly adds a significant source of value.”

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What do Financial Planners Do?

by Levi Sanchez, Millennial Wealth

The variety of Financial Advisors, Financial Professionals, Financial Planners, etc, that people hold themselves out to be has become extensive. Our industry hasn’t done a great job of defining the distinguishing characteristics of each to our consumers. It’s probably left you asking, what do financial planners do?

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Tired of Not Knowing How Your Financial Advisor Makes Money? I'll Explain it All Here

by James Conole, Root Financial Partners

Have you ever asked your financial advisor how much you pay them each year? I’m curious what they said. Did they say, “I just get a small kickback from the funds in your account”? Or maybe they told you that they get a percentage of what they manage for you, but left the total cost pretty vague?

Don’t you think that if there’s anyone who should know the cost of your portfolio, it’s you?

If you have a financial advisor and aren’t sure exactly how much you’re paying them, then I’m here to tell you the different ways in which advisors get compensated.

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