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Types of Financial Advisors: Which One Do I Need?
Financial advisors go by many names. Cut through the noise to learn which type of financial advisor is best for you.
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Financial Advisors
An advisor can create a wealth-building roadmap that helps you achieve goals. Compare advisors to find the right one.
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What Will a Financial Advisor Cost You? Start With What You Need
Most financial advisors charge based on how much money they manage for you, but the industry average is around 1% of your asset balance per year.
How to Choose a Financial Advisor in 5 Steps
Vetting advisors takes time, but it’s worth it if you avoid paying for services you don’t need or wasting time with an advisor who isn’t a good fit.
Estate Planning Checklist: A 7-Step Guide to Getting Your Affairs in Order
An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die.
Roth IRA Conversion: Rules, What to Know
Wondering how to move funds from another retirement account into a Roth IRA? Here’s what you need to know.
Mega Backdoor Roths: How They Work, Annual Limits
If you're a high-earner who can't contribute to a Roth IRA, a mega backdoor Roth might be a solution.
Backdoor Roth IRA: What It Is and How to Set It Up
Roth IRAs have annual income limits, but there is a way for high earners to sidestep this requirement.
Mortgage Interest Tax Deduction: What Qualifies and How Much
You might be able to deduct mortgage interest on your taxes if you itemize and follow a few other guidelines.
Tax-Deductible Donations: 2025-2026 Rules for Giving to Charity
Here's more on what kind of donations are tax-deductible, and how to claim a deduction for charitable contributions.
Capital Gains Tax on Home Sales: How Taxes on Real Estate Work in 2026
Home sales can be subject to capital gains taxes, but there are ways to limit or avoid a big tax bill.
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Restricted Stock Units (RSUs): Should You Sell As Soon As They Vest?
For most people, the answer is probably yes. But your goals, outlook on the company and risk tolerance all factor into your decision.
What to Do When Too Much of Your Net Worth Is in One Stock
A well-balanced portfolio makes stock diversification a key part of its investing strategy. But what happens when your company goes public, and you’re concentrated in a single stock?
How Long Is an IPO Lock-Up Period, and What Should You Do While You Wait?
The period between an IPO and when you’re allowed to sell can feel painfully long. But if you use that time wisely and plan your financial strategy, you will be doing your future self a favor.
Going Through an IPO? You Don’t Just Need a Financial Advisor — You Need a Team
Your employer’s initial public offering could transform your finances overnight, touching your taxes, investments, estate and more.
The Employee’s Guide to IPO Tax Planning: How to Manage Your ‘Enormous Income Year’
The tax implications of an initial public offering will depend on the type of equity you hold.
Your Employer Is Going Public. What Should You Do With Your Stock?
An IPO can turn employee equity into real wealth. But the process is complicated. Here’s how to get organized.
Are Financial Advisor Fees Negotiable?
Asking what exactly you’re paying for and comparing the fees to alternative services can help start the conversation.
What to Expect When Meeting with a Financial Advisor – And 4 Red Flags to Watch For
An overview of what the first meeting might look like, six questions to ask – and four red flags.
3 Steps to Prepare for Your First Financial Advisor Meeting
Here's what think about and bring to your first meeting with a financial advisor.
Should You Have a Financial Advisor Manage Your 401(k)?
Financial advisors can generally offer advice on how to manage and invest your 401(k), which is for some people the most valuable retirement asset. Advisors can’t always make trades or directly invest the account on your behalf.
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Is a Financial Advisor Worth It?
A good financial advisor can materially improve your financial situation, instill confidence, save you time and give you peace of mind.
What Is a Wrap Fee Program? How Wrap Fees Work
Here's how to understand whether a wrap fee makes sense for you.
How a Financial Advisor Can Help Support Early Retirement
Whether you want to retire a few decades or a few years early, having a financial plan is crucial.
5 Habits to Help You Stop Being a HENRY
You can go from HENRY to high net worth by adopting three key habits — and avoiding two others.
Should You Hire a Retirement Financial Planner?
A financial advisor for retirement could be helpful if you’re facing major life changes, don’t feel you’ve saved enough or have complex finances.
ISO or NSO? How Your Stock Options Shape Your Tax Bill
How your employee stock options are taxed depends on the option type. Some defer taxes until you sell; others are taxable sooner.
Financial Advisor vs. Accountant: Do You Need a CFP or a CPA?
A financial advisor is not the same as an accountant. Which one is better for you depends on the services you need.
Separately Managed Accounts: How They Work, Pros and Cons
An SMA may be an option for investors with at least $50,000 and who want more control over their money managers.
Family Offices: When to Use One and What It Costs
Family offices provide comprehensive financial advisory work, but do you have enough assets to justify the expense?