Senior Finance Advisor has helped thousands of people find top financial advisors. Our no-cost, no-o
03/15/2023
As everyone starts cleaning out their garages, homes, and yards from the holidays, don’t forget to keep your finances in check.
Spring Clean Your Finances Here are tips and strategies to help clean up your finances this spring. it's time to take a look at your budget and review anything that you may need to account for.
03/13/2023
Here are some must-dos for getting your finances in order and making sure you get the most out of your taxes:
Tax Time Must-Dos for 2023 Here are some must-dos for getting your finances in order and making sure you get the most out of your taxes.
10/23/2022
The costs of climate change are expected to continue to rise in the future. Recently the Intergovernmental Panel on Climate Change found that the global average cost of damages from climate change could be as high as $54 trillion by the end of the century. https://bit.ly/3yYfDj0
How to Financially Plan for Environmental Changes - Senior Finance Advisor As weather patterns become more unpredictable and climate change creates harsher and longer weather events, it’s important to understand how this can also affect your finances.
10/22/2022
The Open Enrollment period is coming up and if you are near or at retirement age, you may be thinking about your healthcare options.
Get Ready for 2023 Open Enrollment - Senior Finance Advisor The 2023 Open Enrollment Period is here. See how seniors can prepare to take advantage of the OEP.
10/21/2022
Prepare for the recession as best as you can.
How to Recession Proof Your Life | Senior Finance Advisor Economic uncertainty has been on the rise throughout 2020. Here's how to recession-proof your life and money.
09/09/2022
Registered Investment Advisor vs Broker Deal: Both of these entities provide investment services, but they do so in different ways.
Registered Investment Advisor vs. Broker Dealer—What’s the Difference? Registered Investment Advisors and Broker Dealers work in similar ways, but there are key differences. See which one is best for you.
09/08/2022
Registered Independent Advisors (RIAs) are one of the most popular options and for good reason. RIAs offer a wide range of unique financial services that can benefit investors of all ages and income levels.
Why Go the Registered Investment Advisor Route? Registered Independent Advisors (RIAs) may be the financial planner option that you’re looking for. Find the benefits of an RIA before you take the plunge.
07/29/2022
We have an expert wealth advisor and podcaster guest blog to discuss the top 3 tips seniors need to make better money decisions!
Top Tips Seniors Need to Make Better Money Decisions Expert Jeremy Keil, CFP®, CFA, a retirement-focused financial planner, provides insight you need to make better money decisions.
07/09/2022
Let’s take a look at fee-only financial advising and how it could benefit your situation. https://bit.ly/3R8TTIB
What is Fee-Only Financial Advising? | Senior Finance Advisor Fee-only financial advising is when an advisor charges their client on a flat or hourly rate. This helps eliminate conflict of interest.
07/08/2022
We take a look at the top 5 retirement risks and how to prepare. https://bit.ly/3ahA9Sj
Beware of These Top 5 Retirement Risks If you're close to retirement or have already retired, you may feel like you can finally relax while living out your golden years. However, there are retirement risks that could threaten your standard of living in retirement. We take a look at the top 5 retirement risks and how to prepare.