blog.vimnewengland.comVisit website

All articles

Is it worth paying an advisor for a one-time financial plan?

Is it worth paying an advisor for a one-time financial plan?

Is it worth paying for a one-time financial plan? Yes, for a defined decision you can act on. Compare ongoing advice, scope, and implementation duties.

BLEditorial TeamOct 20, 2026
Can a fee-only financial advisor manage my investments directly?

Can a fee-only financial advisor manage my investments directly?

Can a fee-only financial advisor manage my investments? Yes—with authorization. Compare trading authority, custody, and planning before choosing an advisor.

BLEditorial TeamOct 20, 2026
Is it too late to start retirement planning at 55?

Is it too late to start retirement planning at 55?

Is it too late to start retirement planning at 55? No. Learn how to connect savings, taxes, Social Security, and healthcare to a realistic retirement plan.

BLEditorial TeamOct 19, 2026
Can a fiduciary advisor help with a 401(k) at work?

Can a fiduciary advisor help with a 401(k) at work?

Can a fiduciary advisor help with a 401k at work? Yes. Learn what advice covers, what your plan controls, and what to ask before changing investments.

BLEditorial TeamOct 19, 2026
Can a fiduciary advisor help lower your investment fees?

Can a fiduciary advisor help lower your investment fees?

Can a fiduciary advisor help lower investment fees? Yes—but compare total costs. Learn what to review, which charges matter, and when switching makes sense.

BLEditorial TeamOct 19, 2026
How do I know if my financial advisor is truly a fiduciary?

How do I know if my financial advisor is truly a fiduciary?

How do I know if my financial advisor is a fiduciary? Verify registration, disclosures, and written duties before trusting a title or verbal promise.

BLEditorial TeamOct 16, 2026
Can wealth management services help reduce estate taxes?

Can wealth management services help reduce estate taxes?

Can wealth management help reduce estate taxes? Yes. Compare gifts, trusts, and charitable transfers with state tax rules and your retirement needs.

BLEditorial TeamOct 16, 2026
Is a flat fee or AUM fee better for wealth management?

Is a flat fee or AUM fee better for wealth management?

Is a flat fee or AUM fee better for wealth management? Choose by scope, not the label. Compare services, billing terms, and conflicts before signing.

BLEditorial TeamOct 16, 2026
Can a fiduciary financial advisor be fired or replaced easily?

Can a fiduciary financial advisor be fired or replaced easily?

Can a fiduciary financial advisor be fired or replaced? Yes. Learn how to end the agreement, protect your accounts, and avoid unnecessary sales and tax issues.

BLEditorial TeamOct 15, 2026
Is fee-only financial advice tax deductible?

Is fee-only financial advice tax deductible?

Is fee-only financial advice tax deductible? Not for personal federal taxes in 2026. Understand business, trust, and IRA distinctions before claiming a deduction.

BLEditorial TeamOct 15, 2026
How much do fee-only financial advisors charge per hour?

How much do fee-only financial advisors charge per hour?

How much do fee-only financial advisors charge per hour? Get a written quote, compare billable work, and choose hourly advice or an ongoing advisory relationship.

BLEditorial TeamOct 15, 2026
Is a robo-advisor a substitute for a fiduciary financial advisor?

Is a robo-advisor a substitute for a fiduciary financial advisor?

Is a robo-advisor a substitute for a fiduciary advisor? Not for full financial planning. Compare investment scope, tax coordination, and human advice in 2026.

BLEditorial TeamOct 14, 2026