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October 12, 2023

How to Choose a Financial Advisor

Knowing how to choose the right advisor is a difficult topic to unpack. In this guide, we go deep.

How to Read a Form ADV

Form ADV is a legally required document for advisors.

Barbie's Financial Plan

She's a smart, independent woman who has a plan.

Guide to 401(k) Rollover

It's not as complicated as you might have thought.

Working with a Financial Advisor

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Assets Under Management

Questions to Ask Your Advisor

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What is a Fiduciary?

Advisor Licenses and Credentials

Common Licenses

BrokerCheck

CFP®

See more

Financial Planning

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What a Planner Does For You

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What is Financial Planning?

CERTIFIED FINANCIAL PLANNER™

Family Financial Planning

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529 Plans for New Parents

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How Much $ Can I Gift My Child

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Life Insurance Isn't for Everyone

Special Topics

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Taylor Swift is Becoming a Billionaire

Financial Advisors for Athletes

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Early Days of AdvisorFinder

Receiving an Inheritance

Inheriting a House that is Paid Off

What You Need to Know

Inheritance Taxes in Texas

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SAMPLE

Forms & Templates

Sample Termination Letter for Your Financial Advisor

It's never fun to fire someone. We created a downloadable sample letter to help make this process easier for you.

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Free Sample Financial Plan (Personal Use)

How to Read a Form ADV