Senior Finance Advisor

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Senior Finance Advisor

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.

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:

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

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.

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.

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 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.

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!

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

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

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.

07/07/2022

How is inflation affecting retirement plans and what people can do to safeguard their future finances?

Inflation is growing at an unprecedented rate. With a recession looming on the horizon, how is inflation affecting your retirement plan?

05/31/2022

Many people nearing retirement are looking for ways to secure their financial future. Bitcoin has become a popular investment option in recent years. https://bit.ly/3PM5UmF

Many are beginning to delve into the world of crypto currency. Is it a smart idea to invest in Bitcoin to supplement your retirement? See the potential pros and cons of Bitcoin investments.

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