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☆ What is a financial advisor and what do they do?
  + stars: | 2022-07-13 | by ( Robin Kavanagh | Tanza Loudenback | Jasmine Suarez | ) www.businessinsider.com   time to read: +19 min
A financial advisor is a professional who provides clients with guidance pertaining to financial goals, mortgages, insurance, retirement, investing, and general financial management. "I became a financial advisor to mentor my clients through all financial aspects of their lives," says John Stoj, founder of Verbatim Financial. "In an ideal world, a financial advisor should look at your overall financial picture and help you build a plan to get to and through retirement," says Mary Lyons, financial advisor and founder of Benchmark Income Group. 7 questions to a financial advisor before you hire themBelow are a few of the most important questions to ask a financial advisor you're considering hiring. How much a financial advisor cost varies from advisor to advisor, and can look different depending on how they charge you.
Persons: —, it's, John Stoj, Here's, John Hagensen, Mary Lyons, Lyons, they're, Fee, you'll Organizations: Service, Financial Planners, Investment, NASAA, RIA, National Association of, Financial, Creative, Benchmark Income, CPA, Chevron, Consulting
☆ A man who hopes to 'die with zero' says inheritances aren't the best way to pass wealth to your children
  + stars: | 2021-05-05 | by ( Liz Knueven | Stephanie Hallett | Personal Finance Reporter | ) www.businessinsider.com   time to read: +5 min
Inheritances are useless by the time they're received, writes Bill Perkins in "Die with Zero." Gifting money earlier when it will do the most good is a smarter move, Perkins writes. In his book, "Die with Zero," he explains how he hopes to spend all the money he has before he dies. For that reason, Perkins writes that the money could be better used earlier in life. This pattern of later-in-life inheritances is something that Perkins hopes his "Die with Zero" strategy reverses.
Persons: they're, Bill Perkins, Perkins, Bill Perkins isn't, he'd, inheritances, Inheritances, Lincoln Plews, doesn't, Get Organizations: Service, Wall, Federal Reserve, United Income, Capital Locations: Wall, Silicon
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