11 Questions to Ask a Prospective Financial Advisor as a Young Professional

Your Life

In today’s blog post, we outline 11 questions to ask a prospective financial advisor to ensure that you find someone you can trust, that is knowledgeable, and that can grow...

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Your First Meeting with a Financial Advisor and Why You Don’t Have to Clean Your House to Hire a House Cleaner!

Financial Wellness

As the marketing director for both BerganKDV and Lifewise, my professional life stays pretty busy. And, as a mom to a one and a two year old, my personal life...

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Financial Advice Options for Young Professionals – Brokers

Personal Finance

In the third of our four part series examining the various financial advice options for young professionals we look at the broker channel. Years ago, brokers were people that only...

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Top Four Takeaway from the 2016 XY Planning Network Conference

Lifewise News

I was honored to speak at the recent XY Planning Network Conference in San Diego, California. And, I thought I’d share my top four takeaways with you fine people of...

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Financial Advice Options for Young Professionals – Traditional Financial Advisor

Personal Finance

Today’s blog is the second in a series on the financial advice options for young professionals. Many young professionals reading today’s blog may have parents working with a financial advisor....

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Financial Advice Options for Young Professionals – Insurance Agents

Insurance Insights

Many young professionals are looking for financial advice when it comes to tackling many of the financial challenges they face in today’s increasingly complex world. As life becomes ever more real...

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What John Oliver Revealed About the Financial Services Industry

Your Life

John Oliver and his hit HBO show, Last Week Tonight, took aim at the financial services industry recently and the video has gone viral. He does a fantastic job of...

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What Exactly is Financial Planning?

Your Life

When you go to the car dealer to buy a car, you almost inevitably drive away with a big tangible reminder of what you just exchanged a lump sum of...

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The DOL Fiduciary Rule – The Evolving Landscape of Advice

Personal Finance

You’re a young professional looking for financial guidance and already intimidated by the prospect of finding someone you can trust, let alone someone knowledgeable and willing to work with you...

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How an Index Card Can Save Your Finances

Personal Finance

Most young professionals probably did not have a financial advisor a decade ago, but for those that did, you know that historically a quality financial planning meeting ended with the...

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