Find the right adviser to achieve your financial goals

  • A financial adviser can help with investing, money management, tax planning, retirement planning, insurance planning, and charitable giving
  • They can assist in evaluating the consequences of financial decisions
  • Look for a fee-only certified financial planner with expertise in your specific financial concerns
  • Consider long-term care planning and Roth IRA conversions
  • Interview multiple advisers to find one who will work with you to define your financial goals
  • Fees for financial planners can range from 1% of assets under management to hourly or one-time planning fees

In your 50s and looking to improve your financial situation? Consider hiring a financial adviser who can assist with investing, money management, tax planning, retirement planning, insurance planning, and charitable giving. They can also help evaluate the consequences of your financial decisions. When searching for an adviser, look for a fee-only certified financial planner with expertise in your specific concerns. Consider long-term care planning and Roth IRA conversions as well. Interview multiple advisers to find one who will work with you to define your financial goals. Keep in mind that fees for financial planners can vary, ranging from a percentage of assets under management to hourly or one-time planning fees.

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Key People: Eric Roberge (Certified Financial Planner, Founder of Beyond Your Hammock), Scott Vance (Certified Financial Planner of Trisuli Financial Advising), Danna Jacobs (Certified Financial Planner of Legacy Care Wealth), Eric Presogna (Certified Financial Planner of One Up Financial)

Factuality Level: 7
Justification: The article provides information on how a financial adviser can help with various financial issues such as investing, money management, tax planning, retirement planning, insurance planning, and charitable giving. It also suggests looking for a fee-only certified financial planner with expertise in the specific areas of concern. The information provided is relevant and accurate, without any misleading or sensationalized content. However, the article does include some repetitive information and unnecessary background details.

Noise Level: 7
Justification: The article provides relevant information on how a financial adviser can help with various financial issues such as investing, money management, tax planning, retirement planning, insurance planning, and charitable giving. It also suggests looking for a fee-only certified financial planner with expertise in the specific areas of concern. The article stays on topic and provides actionable insights for finding the right financial adviser. However, it contains some repetitive information and includes unnecessary links to a tool for matching with an adviser.

Financial Relevance: Yes
Financial Markets Impacted: No

Presence of Extreme Event: No
Nature of Extreme Event: No
Impact Rating of the Extreme Event: No
Justification: The article discusses the role of a financial adviser in helping individuals with various financial issues such as investing, money management, tax planning, retirement planning, insurance planning, and charitable giving. It provides guidance on what to look for in a financial adviser and the potential costs involved. However, there is no mention of any extreme events or their impact on financial markets or companies.

Reported publicly: www.marketwatch.com