Escient Financial

Blog tagged as Financial Advisor

Should Your Financial Planner be Local? Deciding Between Virtual & In-Person Financial Advice.
You may think you need to choose a financial advisor in your local area, but there are a lot of reasons not to limit your choices. Here are some factors to consider first when weighing your options.
Preparing Financially for 2024
2024 is upon us. Are you ready to navigate the new year financially? Here are some key steps you can take to start the journey into 2024 and beyond.
The Reality of Advice-Only Flat Fees vs AUM Fees for Financial Advice & Planning
When selecting a financial advisor, it's important to pay attention to the fees you'll be paying, especially over the long term as your assets grow. It could cost you more than you think.
Smart Investing with Portfolio Diversification
Embark on a financial journey as we demystify the power of portfolio diversification, a strategic roadmap for weathering market uncertainties.
What to Do With Your Old 401(k) When You Switch Jobs
If you change jobs, determining what to do with your former employer's 401(k) plan is an important decision that can have an impact on your financial plan.
Why Advice-Only Financial Planning is a Better Choice
Advice-Only financial planning focuses on unbiased guidance, whereas traditional financial planning may involve product sales, commissions, and other conflicts of interest.
SAG-AFTRA is Now on Strike. What Can You Do?
The SAG-AFTERA strike has officially begun, joining the WGA. Here are some tips to minimize the financial impact.
5 Steps to Determining Your Risk Tolerance
How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.
There's Financial Planning and Then There's REAL Financial Planning
When you look for a financial advisor, you have choices for your financial planning. Make sure you choose REAL financial planning.
The WGA is on Strike: What Should You Do?
The WGA strike has officially begun. Here's what you can do to minimize the financial impact.

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