financial advisor

‘I Paid $1000 for a Financial Plan, Now My FA Won’t Answer My Calls’: What You Should Do

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‘I Paid 00 for a Financial Plan, Now My FA Won’t Answer My Calls’: What You Should Do

Seeking financial advice has been a growing trend in the US since the onset of the pandemic, which caused a recession, volatility in the stock market, and rising living costs. These factors compelled many to sort out their finances by connecting with financial advisors. However, finding the right advisor can be challenging, even if you … Read more

Surgeon Feels Broke With $665K Salary: Finds Out He’s Losing Thousands To His Financial Advisor

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Surgeon Feels Broke With 5K Salary: Finds Out He’s Losing Thousands To His Financial Advisor

Susan, a stay-at-home mom, and Jeff, a surgeon, have worked hard for decades and are now worth over a million dollars. They have been married for 19 years and have two kids. As responsible parents, they signed up for long-term insurance policies, ensured their children had what they needed, and even partnered with a financial … Read more