Smart Wealth Blog

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

The terms wealth advisor and financial advisor are often used interchangeably, but they are not the same.

Financial planners help clients address and pursue their financial goals by providing guidance across a range of services.

As a small business owner, you might ask yourself, "Do I really need a financial advisor?"

A small business owner should consider working with a financial advisor as soon as the business grows beyond basic operations.

Financial planning for a business is more than just managing money—it's about steering your business toward sustainable success.

Looking for financial advice for small business owners?

Planning for retirement is like preparing for a big trip. Having a solid retirement plan means knowing where you're going and how you're go

Running a successful small business is a significant achievement.

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

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

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

A wealth management team will provide custom strategies that align with your family’s vision and values. 

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

Forecasting plays a pivotal role in financial planning. 

Your advisor’s actions must align with your needs and values, and they should take the time to get to know you and your goals. 

In this comprehensive guide, we'll dive into 5 essential sudden wealth tips to preserve your newfound financial abundance.

Sudden wealth can be a life-changing event that brings both excitement and anxiety. 

If you are not coordinating your overall goals with your financial plan, then something is broken.

Insurance plays a critical role in financial planning by providing a safety net for unexpected events.