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  2. What to Know Before Hiring a Retirement Advisor - AOL

    www.aol.com/know-hiring-retirement-advisor...

    Financial advisors who offer retirement planning services play an important role in the financial services industry. From devising tax-efficient income strategies to managing investment portfolios ...

  3. Pros and cons of hiring a financial advisor - AOL

    www.aol.com/finance/pros-cons-hiring-financial...

    A good advisor can help you plan for the accidents along the way. “Most people are reactive – acting after something bad happened,” says Henderson. “Financial planning is important enough ...

  4. How to choose a financial advisor: 6 tips for finding the ...

    www.aol.com/finance/choose-financial-advisor-6...

    Here are six tips to help you choose a trustworthy financial advisor that you can rely on. 1. Identify why you need an advisor. Before you choose an advisor, you’ll want to spend some time ...

  5. Retirement planning - Wikipedia

    en.wikipedia.org/wiki/Retirement_planning

    The goal of retirement planning is to achieve financial independence . The process of retirement planning aims to: [1] Assess readiness-to-retire given a desired retirement age and lifestyle, i.e., whether one has enough money to retire. Identify actions to improve readiness-to-retire. Acquire financial planning knowledge.

  6. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and ...

  7. Financial planner - Wikipedia

    en.wikipedia.org/wiki/Financial_planner

    Watered stock. v. t. e. A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg ...

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