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Are Your Financial Advisor Fees Tax Deductible?

Even though the current advisory fees tax deductible IRS status is non-deductible, with the expiry of the Taxes Tax Cuts and Jobs Act in 2026, the ...

Why Do You Need More Than One Financial Advisor?

Multiple financial advisors add value to your life in several ways. But there is no hard and fast rule about the appropriate number of advisors you ...

How Much Does a Financial Planner Cost, and Is Hiring One Worth It?

The most effective way to understand if a financial planner is worth the cost is by examining the difference they make to your financial situation. If ...

Top Entities Responsible for Regulating Financial Advisors

Financial advisors are not regulated by a separate and distinct organization. Hence, to ensure that the person you engage with is competent and ...

What Makes Independent Financial Advisors Different?

On a broader scale, independent and non-independent financial advisors might offer the same advice functionally. However, the quality and scope of ...

Difference Between a Fee-Based and a Commission-Based Financial Advisor

A good financial advisor can help you significantly improve your wealth over time and build for you a financially secure future. However, there is no ...

How to Virtually Connect with Your Financial Advisor

A virtual meeting with a financial advisor can be as productive as in person, as long as you treat it the same way. Be prepared, focused, and present ...

Traditional Financial Advisors Versus Virtual Financial Advisors

While the two types of financial advisors have their own share of pros and cons, you must not forget that given the advancement in technology and the ...

Can You Trust Your Financial Advisor?

There are all kinds of advisors – good and bad. You do not have to be wary of every financial advisor. Remember that these professionals have helped ...

Financial Advisory Asset-Based Fees: How Do They Work?

Choosing the perfect financial advisor is easier said than done. You need to be able to thoroughly understand the way they work, their areas of ...

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The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice.
A professional financial advisor should be consulted prior to making any investment decisions. Each person's financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.