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How an advisor is compensated can have an impact on the type of advice that you receive. Fee-only advisors are paid solely by the client, while commission-based brokers are paid by third parties in return for selling specific products. Many advisors receive both fees and commissions. See our "Guide to Financial Advisor Compensation" for more information.

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While designations are not everything when selecting a financial advisor, they often indicate a certain level of knowledge related to a specific field and/or commitment to certain ethical and professional standards. Please see our detailed Guide to Financial Advisor Designations for more information.

Availability

  • Froilan Rellora

    Mesa, AZ

    Personal Finance, Retirement, Investing

    1 answer

    0 out of 0 people found Froilan's answers helpful

    Most recent answer
    My mother (she is 68 and retired) just received a small inheritance ($45,000) and I'm looking for the best investment for the money, so that I can increase her monthly income? I recently started managing my retirement investments and have limited knowledge of the options for after retirement investments.

    The "best investment for the money" will depend on many factors such as her risk tolerance and other secondary goals with the assets. With that said, I have provided a few general ideas of where you can get income from investments.Stocks (Dividend Investments) - Dividend paying stocks are a great source of income and can also serve as an inflation hedge due to the companies increasing their dividend and/or the appreciation of the stock's price. I have included a link from an article published...more »

    Advisors offer free consultations to determine if you're a good fit for one another. Providing more information in the consultation request will help advisors have a better sense of what you're looking for. The advisor will contact you via email and set up a time to meet. Depending on the advisor, and your preferences, this could be an in-person or online meeting. You are under no obligation to engage them after meeting with them.
  • J.R. Robinson

    Honolulu, HI

    Personal Finance, Retirement, Investing

    579 answers

    2443 out of 2552 people found J.R.'s answers helpful

    Most recent answer
    Do I just pay taxes on $28,000 if I convert my Traditional IRA of $40,000 to Roth IRA of which nondeductible contributions of $12,000 were made?

    Unfortunately, the $12,000 non-deductible contributions must be considered in proportion to the total value of ALL of your traditional/rollover IRA money (i.e., you will pay tax on more than $28,000).  For more specific information on the pro-rata taxation of non-deductible IRA conversions, see the following article links: Roth Conversions and the Pro-Rata Rule (Ed Slott) Calculating the Pro-Rata Rule in 5 Easy Steps (Ed Slott) IRA Conversions: Can I avoid the pro-rata rule by...more »

    Advisors offer free consultations to determine if you're a good fit for one another. Providing more information in the consultation request will help advisors have a better sense of what you're looking for. The advisor will contact you via email and set up a time to meet. Depending on the advisor, and your preferences, this could be an in-person or online meeting. You are under no obligation to engage them after meeting with them.
  • Chase Floyd

    houston, TX

    Retirement, Investing, Insurance

    25 answers

    14 out of 17 people found Chase's answers helpful

    Most recent answer
    I know I can withdraw money out of my retirement account at age 59 & half. What do you consider 59 & a half?

    If your birthday is March 27 for example you will be able to withdraw funds September 27 without a penalty....more »

    Advisors offer free consultations to determine if you're a good fit for one another. Providing more information in the consultation request will help advisors have a better sense of what you're looking for. The advisor will contact you via email and set up a time to meet. Depending on the advisor, and your preferences, this could be an in-person or online meeting. You are under no obligation to engage them after meeting with them.
  • Johanna Fox Turner CFP®,CPA

    Mayfield, KY

    Personal Finance, Retirement, Small Business

    2835 answers

    1124 out of 1310 people found Johanna's answers helpful

    Most recent answer
    I want to create another retirement account. What is the best one? And what are the contribution limits?

    If I knew what the first retirement account was, it would help a lot. A fully-maxed 401k? A Roth IRA? Assuming you have maxed out both of these options, then my next suggestion would be to contribute to an "after-tax" account that you have designated for retirement. The benefits to this type of account (which I believe should be a part of every saver's portfolio beginning no later than in your 40s) are:Long-term capital gains rates at sale (lower than top income tax rates)Flexibility of...more »

    Advisors offer free consultations to determine if you're a good fit for one another. Providing more information in the consultation request will help advisors have a better sense of what you're looking for. The advisor will contact you via email and set up a time to meet. Depending on the advisor, and your preferences, this could be an in-person or online meeting. You are under no obligation to engage them after meeting with them.
  • Craig Smalley EA,CEP

    Orlando, FL
    Henderson, NV
    Wilmington, DE

    Personal Finance, Taxes, Small Business

    1347 answers

    458 out of 585 people found Craig's answers helpful

    Most recent answer
    We have six trustees on a trust. Should we choose a successor trustee?

    Six trustees are a lot of trustees.  Your mom probably had a Revocable Living Trust. Revocable means it can be changed, Living because she was alive, and Trust, a legal document.  Changes to the trust could have happened in her lifetime, but now that she is dead the trust has become Irrevocable, meaning that it can't be changed.  Perhaps you should call a meeting and see if some of the trustees want to step down so there is only one trustee, or hire a corporate trustee.Craig W....more »

    Advisors offer free consultations to determine if you're a good fit for one another. Providing more information in the consultation request will help advisors have a better sense of what you're looking for. The advisor will contact you via email and set up a time to meet. Depending on the advisor, and your preferences, this could be an in-person or online meeting. You are under no obligation to engage them after meeting with them.
  • CCCSOK.org (NFCC) NFCC Certified Credit Counselor

    Bethany, OK

    Personal Finance

    21 answers

    8 out of 10 people found CCCSOK.org's answers helpful

    Most recent answer
    Can a creditor come after me six years after a judgement?

    Depending on the state in which you live, you may be subject to being sued for this debt since it is still under the 7 years statute of limitations. From your question, it sounds like a default judgment may have been obtained. Do you remember ever being served? It would be advisable to contact an attorney in your state who is knowledgeable in consumer debt. For instance, if you were not served properly, that is a violation and an attorney may be able to help you respond appropriately in court....more »

    Advisors offer free consultations to determine if you're a good fit for one another. Providing more information in the consultation request will help advisors have a better sense of what you're looking for. The advisor will contact you via email and set up a time to meet. Depending on the advisor, and your preferences, this could be an in-person or online meeting. You are under no obligation to engage them after meeting with them.
  • Brian Smit CEPA

    Sioux Falls, SD

    Personal Finance, Investing, Small Business

    13 answers

    9 out of 10 people found Brian's answers helpful

    Most recent answer
    I need help figuring out if I should file for Social Security now or later and how spousal benefits figure in. Help?

    This is an excellent question and I commend you for seeking guidance in an effort to make an informed decision.  With the information you have provided it is impossible to determine your most beneficial options.  An advisor would need additional information about the benefit amount your husband is currently receiving, at what age he claimed his benefit, your estimated benefit at 66 from your most recent Social Security statement and any health issues that could affect your...more »

    Advisors offer free consultations to determine if you're a good fit for one another. Providing more information in the consultation request will help advisors have a better sense of what you're looking for. The advisor will contact you via email and set up a time to meet. Depending on the advisor, and your preferences, this could be an in-person or online meeting. You are under no obligation to engage them after meeting with them.
  • Bonnie Sheeren

    Houston, TX

    Healthcare

    78 answers

    36 out of 48 people found Bonnie's answers helpful

    Most recent answer
    In general, what does a root canal without dental insurance cost in Alabama?

    Hi there! You are so wise to check out the fair price for a root canal before going in for the procedure!Go to Healthcare Bluebook's website page for Endodontics:https://healthcarebluebook.com/page_SearchResults.aspx?CatID=102Find the exact tooth that needs the root canal (anterior=front teeth, bicuspid=middle teeth, molars=back teeth) as the price is slightly different based on where the tooth that needs the root canal is located.Put in your zip code and you should have a good estimate (there...more »

    Advisors offer free consultations to determine if you're a good fit for one another. Providing more information in the consultation request will help advisors have a better sense of what you're looking for. The advisor will contact you via email and set up a time to meet. Depending on the advisor, and your preferences, this could be an in-person or online meeting. You are under no obligation to engage them after meeting with them.
  • FISC-CCCS of Northeast Wisconsin (NFCC) NFCC Certified Credit Counselor

    Menasha, WI

    Personal Finance

    113 answers

    41 out of 52 people found FISC-CCCS of Northeast 's answers helpful

    Most recent answer
    Would it be better for me to split my bundles student loans or consonidate into one interest rate?

    I don't believe that separating your loans would have much of an impact on your credit score. You are not taking on any new loans nor increasing your indebtedness.  You want to get the lowest interest rate possible on your loans.  Check out www.studentloanhero.com for information on refinancing your student loans into a private consolidation loan.  Find out what rate you would get, rates can be as low as 1.9%.  Find out what your interest rate would be if you consolidated...more »

    Advisors offer free consultations to determine if you're a good fit for one another. Providing more information in the consultation request will help advisors have a better sense of what you're looking for. The advisor will contact you via email and set up a time to meet. Depending on the advisor, and your preferences, this could be an in-person or online meeting. You are under no obligation to engage them after meeting with them.
  • Michael Cash EA

    Modesto, CA

    Taxes

    244 answers

    70 out of 99 people found Michael's answers helpful

    Most recent answer
    I'm 23, a sole proprietor, and I'm behind on paying my taxes. How do I catch up?

    You change your lifestyle so that you have enough to pay your current taxes and chip away at your back taxes.  If you can't handle this you get a job working for someone else so that the problem is taken out of your...more »

    Advisors offer free consultations to determine if you're a good fit for one another. Providing more information in the consultation request will help advisors have a better sense of what you're looking for. The advisor will contact you via email and set up a time to meet. Depending on the advisor, and your preferences, this could be an in-person or online meeting. You are under no obligation to engage them after meeting with them.
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