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Category: Financial Planning

Professional woman doing calculations at her desk: What is the role of a financial advisor?
Financial Planning

What Is the Role of a Financial Advisor?

If you’re considering working with a financial advisor, you may wonder what financial advisors actually do and whether their services are worthwhile. After all, before spending your hard-earned money, you …

Woman holding a blank piece of paper: Why can't you give financial advice?
Financial Planning

Why Can’t You Give Financial Advice?

On the Good Life blog, we talk a lot about financial matters ranging from how to identify a good financial advisor to what the point of financial advising is in …

Professional woman holding a binder filled with information: What Are the Benefits of a CFP® Professional?
Financial Planning

What Are the Benefits of a CFP® Professional?

Hiring a financial advisor or financial planner is an opportunity to improve your financial health while building wealth. Financial planners can help you get your present-day finances in order via …

Documents, money, laptop, and calculator on a table: CPA vs CFP: What's the Difference?
Financial Planning

CPA vs. CFP: What’s the Difference?

You have likely noticed several acronyms within the financial industry; two of the most common you’ll probably come across are CPA and CFP® Professional. If you are looking for financial …

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 …

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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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