Blog

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

Financial Advisor Meeting Checklist: What to Bring, Prepare, and Expect

From gathering the right financial documents to clarifying your goals, this financial advisor meeting checklist helps ensure a productive and empowering experience.

Financial Advisor vs. Financial Planner: What’s the Difference, and Who Should You Hire? 

Sharp, Savvy… and Still Unsure: The Confidence Gap is Costing Women Millions 

This guest post from Lorie at Fearless Financial Advisors is part pep talk, part practical guide to building financial confidence. She unpacks how even money-savvy women end up behind, and what to do differently.

20 Questions to Ask Your Financial Advisor or Wealth Manager During the Interview (and Expert Tips)

What Does RIA Stand For in Finance: Definition, Duties, and Responsibilities

What is an RIA, what do they do for you, and how do they compare to other types of advisors? Answers to these questions and more.

Mind the Gap (The Pay Gap, That Is)

Introducing Monitoring: A New Way to Stay Informed About Your Advisor

Introducing AdvisorCheck Premium

AdvisorCheck Premium is a one-stop shop for keeping up with the changes to your advisor and their firm, helping you stay on top of all the changes that could impact your financial decision making. 

What My Moms Taught Me About Money (and What They Didn’t) 

Lorie Jones reflects on lessons learned from her moms about hard work, generosity, and resourcefulness, while highlighting the historical barriers women faced in financial education. Now, she empowers women to take charge of their financial futures with confidence and knowledge.