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Should I Get a Financial Advisor?


Should I Get a Financial Advisor?
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Financial advisor speaking with clients
While some experts say a good rule of thumb is to hire an advisor when you can save 20% of your annual income, others recommend obtaining one when your financial situation becomes more complicated, such as when you receive an inheritance from a parent or you want to increase your retirement funds.
We re more than stocks-pickers, says Jose Sanchez, a certified financial planner with Retirement Wealth Advisors in Santa Fe, New Mexico. People often procrastinate making decisions and need a slight nudge. We focus on the human side of financial planning and spend 80% of our time listening, finding out those goals and how to achieve them. ....

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NextAdvisor Presents: Moms & Money — A Live Event | NextAdvisor with TIME


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Before she could begin building wealth for herself and her two kids, Rita-Soledad Fernández Paulino had to let go of her “mom guilt.” 
“You think, as a parent, you should be buying your child everything they like everything that you never had,” Fernández Paulino recently told NextAdvisor. “And for a while, I fell into that. Until I realized, you know what would be really cool? If I gave my children the opportunity to inherit a ....

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How Advisors Can Make Better Use of Their Time


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“Can I pick your brain for a moment?” This question used to bring me so much angst. Not anymore.
I started my solo consulting career as a sustainable investing consultant, and as my networking and marketing efforts began to bear fruit, so too did the requests to “pick my brain,” or to “chat for 30 minutes to see if we have common goals.” 
As a new business owner, I said yes to a lot of those meetings and calls, hoping some of them would lead to new business. I quickly found that most people asking for my time in this way fell into one of three groups: ....

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