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A Scorecard for Your Financial Adviser

Assigning ratings to all the different parts of your plan could help you spot weaknesses and get more value from your financial professional.

Must Reads

Contributing Adviser

Holistic Legacy Planning: It's About More Than the Money
Kelly LaVigne, J.D.
Contributing Adviser

Some Financial Adviser Credentials Are Not Trustworthy
Pam Krueger
Contributing Adviser

Build a Retirement Plan That Provides Paychecks AND Playchecks
Michael LaMarche, Investment Adviser
Contributing Adviser

Your Estate Plan Isn't Complete Without Fixing the Password Problem
David E. Redding, CTFA, AEP
Contributing Adviser

The Case for a Lump Sum Pension Distribution
Patrick B. Healey, CFP® MBA
Contributing Adviser

How to Adopt a Retirement Distribution Mindset
David Afraimi, IAR
Contributing Adviser

Why Adviser Rankings May Not Be All They Seem
Mike Palmer, CFP
Contributing Adviser

Is Your Insurance Hurting You Instead of Helping You?
Matthew Helfrich, CFP
Contributing Adviser

Sleeping Your Way to the Top (Or Bottom)
Neale Godfrey, Financial Literacy Expert
Contributing Adviser

Golden Rules for Going Into Business for Yourself
H. Dennis Beaver, Esq.
Contributing Adviser

McKenzie Bezos: 4 Wealth Strategy Concerns
Chris Chen, CFP®
Contributing Adviser

What Farmer Joe Can Teach Us About Investing
Joseph R. Wilson III, Investment Adviser Representative
Contributing Adviser

How to Measure a Financial Adviser's Credibility
Glen Smith, CFP®, CRPC®
Contributing Adviser

Understanding and Dealing With Misers
H. Dennis Beaver, Esq.
Contributing Adviser

5 Myths That Could Have You Walking a Financial Tightrope Without a Safety Net
Scott Thoma, CFA, CFP®
Contributing Adviser

Beneficiary Designations: 5 Critical Mistakes to Avoid
Tracy Craig, Fellow, ACTEC, AEP®
Contributing Adviser

The Best College Savings Strategy to Use
Paul V. Sydlansky, CFP
Contributing Adviser

Lessons for a Happy Retirement from 'A Star Is Born'
Scot Landborg
Contributing Adviser

When the Market Wobbles, Replace Panic with a Plan
Mike 'Cy' Cajthaml Sr., CFP, ChFC, CLU
Contributing Adviser

Retirement Planning Reinvented
Jerry Golden, Investment Adviser Representative
Contributing Adviser

Is Your Beneficiary Ready to Receive Money?
Philip J. Ruce, J.D., LL.M.
Contributing Adviser

Entrepreneurs Pay Too Much in Taxes Because They Don’t Do This
Bruce Willey, JD, CPA
Contributing Adviser

An Active, Full Retirement Depends On Proactive Long-Term Planning
Zachary W. Herzog, Investment Adviser
Contributing Adviser

Career Planning In Your 50s
Joseph C. Conroy, CFP
Contributing Adviser

If You Hate RMDs, You Might Love QLACs
Caleb Harty, CFP®
Contributing Adviser

Should I Go Back to School and Become a Lawyer?
H. Dennis Beaver, Esq.
Contributing Adviser

Choosing a Financial Adviser: The Fiduciary Dimension
Joelle Spear, CFP®
Contributing Adviser

Thwarting the Robocaller Invasion
Joelle Spear, CFP®
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