Find a Financial Advisor Who Specializes in Your Needs: Certifications
CFP, CDFA, CFA, CPA. All the acronyms can get confusing. We break down each of the financial advisor certifications and what it means for you.
Can I Trust a Financial Advisor?
It took a while, but you’ve finally come to terms with the fact that you’re a full-fledged adult. And with this newfound recognition, you decided to embrace fiscal responsibility. You want to start paying down your debts, saving for a down payment and invest in retirement accounts. There’s just one glaring problem: you’re not sure […]
Case Study: Financial Planning Session for a Digital Nomad
Editor's note: I wrote this article before coronavirus hit, which has understandably changed a lot of things. I'm not sure what it means for my choice to travel long term — but I'm really grateful I got financial advice ahead of time, because it's helped prepare me even more for the uncertainties that lie ahead. […]
It’s Now Harder to Find Out How Your Advisor Gets Paid
The CFP Board is making it harder to find out how your financial advisor is compensated. Read our tips to protect yourself.
I Went Through the Trouble of Finding Financial Advisors So You Don’t Have To
Finding a high-quality financial advisor is harder than it seems. Christine Su shares the long journey she took before founding My Financial Counsel, and what she's learned since.