Thinking ahead about how investing can support financial goals is the purpose of planning. Naturally, there’s lots of talk about common planning targets: retirement and college. But there’s also consideration of how to achieve multiple goals at various stages of life — whether covering basic needs or leaving a legacy — and how taxes and tax planning could impact results. Articles in the planning category allow you to clarify how today’s decisions can impact efforts to grow, manage, and maintain wealth.
Recently, I wrote a series on financial advisers. I shared my bad experiences and covered many of the worst practices of financial advisers. Now that you know what to avoid, here’s what to look for in a financial adviser.