Choosing the right financial advisor is essential for achieving financial goals. This guide covers various advisor types, including RIAs and wealth managers, and emphasizes the importance of fiduciary duty, fee structures, and personalized service. It provides insights on evaluating advisors based on technology, client engagement, and transparency. Additionally, it discusses retirement planning options like Roth IRAs and 401(k)s, and the complexities of dual state residency. Engaging a trusted advisor can help navigate financial transitions and ensure long-term success.

Continue to full article