Smart Wealth Blog

Find the ideal fiduciary financial advisor in Minneapolis—explore our 7 essential tips for smarter financial planning.

Finding the right financial advisor begins with defining your needs.

A financial advisor is a broad term for anyone offering financial advice. This includes professionals who help with investments, retirement

If your advisor isn't meeting your expectations, it's time to evaluate the relationship.

A wealth management team will help you with tax planning, investment management, estate planning, and retirement planning.

To find an advisor that will help you prepare for retirement, start by assessing your goals and financial situation. 

If you're wondering whether you need a financial advisor, you probably do. 

An inherited IRA is inherited money that has yet to be taxed. 

A fiduciary is a financial professional who is legally and ethically bound to act in the best interests of their clients.

This is a common question. But the truth is that you don't need a specific amount of money to see a financial advisor. 

One of my favorite things to say in a client meeting is: Did you know that you’re now "work optional"?

If you’re like me, you don’t mind paying the tax that you owe — but overpaying taxes…no thank you!

Nobody wants to pay more tax than they absolutely necessary. And that’s understandable. For many of us, tax is our biggest expense. 

The appropriate fee for a financial advisor can vary widely. Typically, you might see fees structured as a percentage of AUM.

A financial advisor can be anyone who gives financial advice.

If you have a financial goal but are unsure what steps to take, a financial advisor can help you create an actionable, achievable plan.