What Is a Financial Advisor?

December 16, 2022
This video discusses some common types of financial advisors, the key differences between them, and why you may choose to work with one.
Transcript Open new window

Are you on track to reach your goals?

Jodi's Story: How Can You Find a New Career Later in Life?

How one woman changed careers—and found a path that fit with her values.

Can You Get a Retirement Match From Uncle Sam?

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

6 Ways to Save Money When Traveling Abroad

Don't let unnecessary expenses eat into your vacation budget.

This material is intended for informational purposes only and should not be considered a personalized recommendation or investment advice. Investors should review investment strategies for their own particular situations before making any investment decisions.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.  

1121-1KA4