When John Diehl asked his wife if she'd rather work with a male or female financial advisor, she replied, "The one who'd do the best job."
The robo advisor industry is rife with new entrants but the loss of others, begging the question: Are there too many robo advisors?
While it may be a task that's low on your to-do list, estate planning can provide guidance for your loved ones in the future.
A relationship with a financial advisor is very personal– after all, your advisor knows a lot about you.
In the past, saving $1M for retirement was considered a benchmark to help you enter retirement comfortably.