Author: cardinal

Fee-Only Financial Advisor vs Commission Advice

Retirees comparing fee only financial advisor compensation with a planning professional

Compare fee-only financial advisors and commission-based advice so retirees can evaluate incentives, conflicts, and questions to ask.

Advisor Fees Comparison for Retirees

Advisor fees comparison graphic for retirees comparing AUM fees, flat planning fees, and commissions

Compare AUM fees, flat planning fees, and commissions so retirees can assess advisor costs, scope, and conflicts before hiring.

How to Choose a Fiduciary Financial Advisor

Checklist for choosing a fiduciary financial advisor for retirement planning

Learn how to choose a fiduciary financial advisor for retirement, including fees, credentials, conflicts, ADV, CRS, and key questions to ask.

Retirement Calculator 101: A Beginner’s Guide

Using a retirement calculator on a laptop next to coins and an hourglass.

A retirement calculator helps you estimate your savings needs and plan for the future. Learn how to use one and what information you’ll need to get started.

How to Spot the Best Financial Planners for Retirement

A financial planner reviews the best retirement options with clients using charts on a laptop.

Find the best financial planners for retirement with tips on credentials, fee structures, and questions to ask so you can choose the right advisor for your goals.

Financial Advisor Estate Planning: What’s Their Role?

Financial advisor discussing an estate plan with a client.

Get clear on financial advisor estate planning—learn how an advisor helps organize your assets, protect your family, and keep your plan up to date.

How to Build a Retirement Investment Plan

A team of professionals building a retirement investment plan together.

Learn how to create a retirement investment plan with practical steps, account options, and strategies to help you save confidently for your future.

How to Use a Retirement Savings Calculator

A person planning their financial future with a retirement savings calculator.

Get practical tips on using a retirement savings calculator to plan your future. Learn what info you need and how to make sense of your results.

Fiduciary vs Financial Advisor: What You Need to Know

Businesswoman at her desk researching the difference between a fiduciary and a financial advisor.

Get clear on fiduciary vs financial advisor differences, how each serves your interests, and what to ask before choosing the right financial professional.

How to Choose a Retirement Investment Plan

An advisor reviews retirement investment plan options with a couple.

Find out how to choose a retirement investment plan that fits your goals, income, and lifestyle with practical tips for building long-term financial security.