Difference Between Financial Advisors and Financial Planners
The financial services industry debated the difference between the best financial planners and the best financial advisors for retirement. A best and essential plan is the first step toward achieving any financial aim. Effective planning of financial planners can assist you in achieving financial goals. In some cases, the best financial advisors for retirement who […]
Is it Worth Paying a Financial Advisor 1 %
Best financial advisors for retirement can give you the best and valuable perception of what you will do to reach your financial aims. It’s a wise act to save for the future. More money means more assets; more assets mean more comfort in your life. You can enjoy your retirement according to your tone and […]
Best Financial Advisor for Retirement in 2022
Are you finding the best financial advisor for retirement? Well, this is a tricky thing nowadays. There are several financial professionals, but getting someone you trust is a master in retirement planning. As I mentioned, it’s tricky, but now no more, we are at Fin-plan to help you measure your lifestyle’s circumstances. Handle your long, […]
How Can We Understand Flat Fee Financial Planning
A financial planner is compensated in one or two basic ways, earning by commission or a flat fee. In the financial world, the financial planning service is paid a fixed rate for what they provide, rather than earning the commission on the products they sell or trade. Well, the question raised here is, should you […]
How To Become A Certified Retirement Financial Advisors
Retirement, it’s on everyone’s mind. Isn’t that the goal anyway? Work up into your 50’s and then enjoy the remainder of your life in peace and harmony? Now unless you happen to be one of the few in the top percentile that has actively started saving for retirement in your early 20’s then might be […]
What is the Average Fee for a Financial Advisor Near Me
Why Should I Work With a Financial Advisor? In today’s uncertain times having a financial plan intact is more important than ever before. Let’s be honest, in today’s modern era we cannot even commit to a restaurant for dinner before a complete analysis of their menu and prices – let alone commit to someone as […]
Understanding Your Credit Score
As you probably already know, if you have credit in Canada, you also have a credit score. You’re also likely aware that your credit score helps to decide if you’re eligible for other credit accounts like mortgages, car loans, or lines of credit (and how much interest you’ll pay on them). What you may not […]
Experienced Financial Advisors: The 3 most important things to know about selling your book
According to Fidelity’s 2015 market study the majority of financial advisors don’t have a clear succession plan in place. As a financial advisory book of business broker I have narrowed down the important things what every financial advisor over the age of 55 needs to know about selling their book. Melissa Shin of Advisor’s Edge […]
How to Retire as a MFDA Financial Advisor and Make More Money
First published in Business Edge Media on June 19, 2020 by Miklos A. Nagy; link: http://is.gd/sellyourbookformore Starting in the early 1990s the financial advisory business began to snowball, fueled with the savings of baby boomers and an explosion of new financial products. Advisors entering the career back then have now been at it for thirty […]
Buying (more) Real Estate post COVID-19 is Not a Bad Idea
First published in Business Edge Media on May 15, 2020; by Miklos A. Nagy; I wrote my first article about “The Smith Manoeuvre” in November, 2019. Since than the world went through (still going) the COVID-19 pandemic with significant implications for every single country’s economy and its future. In this article, I present the updated calculation […]