Financial advisor fees are not tax-deductible now, but there are still tax benefits from working with an advisor.

Self‑employed people juggle cash flow, taxes and retirement. A financial advisor can help you save money and keep your ...

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your financial future. If you know what to look for, though, you can find an advisor ...

Pure Financial is a fee-only firm offering free assessments and access to credentialed advisors. But initial financial plans ...

Discover nine powerful client event ideas designed to expand your financial advisory practice by attracting new prospects and ...

The benefits and risks of flying solo.

SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a ...

Financial advisors steer clients to causes and gatherings that match their interests—and in the process strengthen their own ...

Annuities are financial products that give you a steady income stream when you retire. You can contribute to these insurance products with tax-free dollars and then pay taxes when you receive ...

Discover why financial advisors offer life insurance as part of financial planning, benefiting clients by integrating insurance and wealth protection strategies.

Even the most technically flawless financial plan can fail—because markets aren’t the real wildcard. Behavior is. As growth pressures rise, advisors are rethinking traditional planning models to ...

Financial advisors explain how retirees can live on a $1,700 Social Security check by budgeting ahead, cutting fixed bills, ...