Tag: financial advisor

Commuters crossing crowded London Bridge on the way home from work

The minority of Americans who have a financial adviser say they feel pretty good about where they are. It’s everyone else who is largely dissatisfied with their finances. Among the workers and retirees who consult a financial adviser, two out of three describe themselves as financially secure, and the others are presumably working on it…

Thinking ahead roadmap logo

If you need help managing your finances in old age, it’s a lot of work to find someone – and not a very pleasant task to think about. But it’s crucial that retirees plan for this. As to when or whether you might need help, it really depends on your individual circumstance. Attorney and researcher…