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Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning

Yardley Wealth Management

Investment Management Is talking to a financial planner worth it for investment guidance? They help you build and manage diversified portfolios aligned with your risk tolerance and time horizon, potentially preventing costly mistakes that self-directed investors might make.

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Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

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Average Fees for Financial Advisors in 2023

Harness Wealth

Investing in financial guidance is an investment in your future. Here’s a deep dive into the average fees of financial advisors, in 2023. Here, we’ll break down the different types of fees that financial advisors charge in 2023. and 2% A $500,000 portfolio could cost between $2,500 and $10,000 per year.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

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