Category: Financial Advice

5 Things to Ask Your New Financial Advisor Modest MoneyLeave a comment


If you are someone who cares about money, you are likely to have many financial advisors in your life. Being broke is easy, but building wealth and security takes effort. A good advisor will provide guidance and perspective, alerting you to financial realities you may not find out about on your own. A good advisor can work like a coach, a counselor, or a manager. The best are some combination of the three, though they will vary according to your needs. If you are looking for your first real financial advisor, or if you are seeking a new one, here are 5 things to look for.

Do You or Your Firm Sell Financial Products? First of all, check if there is a planning fee for meeting with your prospective advisor. Also, find out if he or she is in the business of selling financial products. You don’t want to deal with someone if they are in the business of anything but giving you good counsel. A Personal Financial Specialist is an example of someone who can act as comprehensive advisor to someone getting their start in focused personal finance. For those with higher income, Certified Public Accountants can…
This entry was posted in Financial Advice, and tagged Modest MoneyLeave a comment
By : Adam | 18 Dec 2014
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Modest Money

NFCU Identity Protection Infographic

By : Adam | 9 Dec 2014

The rise of cyber theft over the last few years is not only depressing, it is downright scary. Chances are you’ve gotten a new credit card in the mail recently because your last one was compromised. That’s because more and more companies are being targeted …

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When and Why to Sell a Structured Settlement

By : Adam | 4 Dec 2014

It hasn’t always been possible to sell a structured settlement. As long as there have been lawsuits, individuals have been encouraged to settle out of court, being awarded a lump sum in exchange for their complicity in not drawing a case out in a courtroom. …

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Saving Money on Your Bills

By : Adam | 3 Dec 2014

Paying bills is fact of life and sometimes depending on different circumstances, it can be very difficult to meet your repayment obligations. If you are finding it difficult to pay your bills, there are numerous things you can do. If you are in dire need …

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How to Pay For Your Lawsuit

By : Adam | 2 Dec 2014

Lawsuits are one of those things that most people know nothing about until they are involved in one. People sue for all kinds of reasons, but the situation nearly always involves some kind of emergency. Because over half (of Americans, at least) of surveyed respondents …

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Find the Best Finance Education in Manchester

By : Adam | 19 Nov 2014

It’s almost the end of 2014 and students everywhere are finally turning their minds away from high school and looking forward to what’s to come at college. If you’re one of those students that has settled on doing a business degree, then your next choice …

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When Can I Afford to Take a Vacation?

By : Adam | 12 Nov 2014

This is a question I found myself asking. I work hard. I spend a lot of my days at a computer, on my grind. Weeks, months, years pass by in this mode of existence featured very prominently in my day to day. I’m married and …

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