5 questions to ask when evaluating a potential financial advisor


More than half of Americans don’t have a financial advisor, according to a recent Statista survey. If you’re one of them, you risk feeling in the dark when faced with major life changes and everyday financial decisions — and that can have a major impact on your finances.

“It’s often a life event like divorce, becoming a caregiver, inheriting money, retiring or surviving the death of a spouse that spurs a call to a financial advisor,” said Jessica Jones, a senior financial advisor at…

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