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...Read more
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...Read more
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...Read more
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...Read more
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....Read more
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...Read more
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...Read more
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...Read more
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...Read more
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...Read more
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