Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Financial Planner 224

Financial Planner Strategic Planning Retirement Planning Retirement 224

WiserAdvisor

MARCH 28, 2024

It helps to encourage open communication about financial expectations and work together to develop a plan that promotes independence while ensuring financial stability for both parties. Effective communication is essential in navigating the delicate balance between supporting adult children and prioritizing retirement savings.

Retirement 59

Retirement Financial Advisor Medical Healthcare 59

WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. In case of any doubt or discrepancies, it is vital to communicate with your financial advisor openly. Communication is key in the evaluation of investment performance.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52