Properly evaluating a fi nancial advisor is a very important step to fi nding the right fit for you. With so many different types of advisors to choose from, this task can be daunting. Charles Schwab has developed a great resource for helping you in this evaluation process by asking the right questions – of both yourself and your potential advisor. Click below to learn more!
Articles
Roth 401(k) for High Earners
With Roth-401(k)s increasingly offered alongside the traditional 401(k), high-income earners need a framework for deciding whether to take advantage and if so, how? Understanding the
April 24, 2022
