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Category: Financial Planning

Woman doing financial work at her home office: Should I Hire a Financial Advisor or Do It Myself?
Financial Planning / IN THE NEWS

Should I Use a Financial Advisor or Do It Myself?

Knowing how to manage your finances is a skill everyone should have. And while you may undoubtedly handle the ins and outs of personal finance on your own, there are …

Close up view of a planner: benefits of hiring a financial advisor
Financial Planning

What Are the Benefits of Hiring a Financial Advisor?

What are the benefits of hiring a financial advisor? For starters, getting your finances in order has the potential to significantly improve your overall quality of life. Structured finances can …

woman holding a cup of coffee with a notebook on the table
Financial Planning

Financial Planners vs Financial Advisors: What’s the Difference?

If you’re thinking about hiring a financial professional, you may be considering either a financial planner or a financial advisor. While there’s some degree of overlap between these two professions, …

Woman holding a piggy bank: the cost of changing financial advisors
Financial Planning

The Cost of Changing Financial Advisors

Financial advisors are supposed to help you save and make money, but if you’re not careful, they can also cost you. If you’re dissatisfied with your current advisor or have …

Money, calculator, and a notepad on a table: how to evaluate a financial advisor
Financial Planning

How to Evaluate a Financial Advisor

Whether you’re searching for your first financial advisor or hiring someone new, here’s your guide on how to evaluate a financial advisor. 7 Questions to Ask a Financial Advisor The …

Woman sitting at a coffee shop table: common mistakes to avoid when hiring a financial advisor.
Financial Planning

5 Mistakes to Avoid When Hiring a Financial Advisor

A major step in securing your financial future is hiring a financial advisor. This is not like hiring a repairman. Simply hiring a financial advisor based on a friend or …

Pen and paper for note taking on a table with a keyboard.
Financial Planning

What to Do When Your Financial Advisor Changes Firms

It’s not uncommon for financial advisors to change firms. While some changes come about due to retirement or other personal reasons, many are simply the result of seeking out new …

a calendar sitting on a table: questions to ask your financial advisor during your annual review
Financial Planning

7 Questions to Ask Your Financial Advisor During Your Annual Review

Your annual review with your financial advisor is an important time to reflect. During this time, you should decide whether or not you are happy with your progress or if …

man counting money at a table with a calculator nearby: Can I Afford a Financial Advisor?
Financial Planning

Can I Afford to Hire a Financial Advisor?

Working with a financial advisor can have many long-term benefits. Having a third party assist with complex financial decisions is often worth far more than the fees charged for the …

Man doing research on computer
Financial Planning / IN THE NEWS

6 Traits of Successful Financial Advisors

People often seek a financial advisor when they’re feeling overwhelmed by their finances or want to ensure they’re taking the right steps to secure their future. But finding a good …

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Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Good Life Advisors, LLC, a registered investment advisor.  Good Life Financial Advisors of Mt. Pleasant and Good Life Advisors, LLC, are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, IN, MD, NC, PA, SC, and VA.

Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Good Life Financial Advisors, Good Life Advisors, LLC or LPL Financial.

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