What is a Financial Consultant?

If you’re considering hiring a financial consultant, it’s important to understand what they do and how they can benefit you. A financial consultant is a type of financial advisor who provides personalized advice and guidance on a range of personal finance topics like investment management, tax planning, and estate planning. Working with a financial consultant … Read more

MyPoints vs Swagbucks: Which is Best?

Both MyPoints and Swagbucks are immensely popular reward sites that will pay you cash for taking surveys, shopping online and completing other online activities. Swagbucks is arguably better known, but MyPoints has been around longer — 12 years longer to be exact. But which reward program offers a better way to earn extra cash? What’s even … Read more

What is a Broker-Dealer?

Making sense of the financial world can be a challenging task. One term that often comes across in this vast field is broker-dealer. So, what is a broker-dealer? It’s a person or a company in the financial sector that buys and sells securities. They do this on behalf of themselves or their clients. Broker-dealers play … Read more

9 Apps Like Possible Finance

We all have low-cash moments. Instead of facing non-sufficient funds (NSF) or overdraft fees, cash advance apps can help you secure cash in a pinch, and apps like Possible Finance have changed the game when it comes to cash advances and payday loans. These apps allow you to quickly secure money when you need it … Read more

What is an Independent Financial Advisor?

Independent financial advisors are experts who help with wealth management and financial planning. Independent financial advisors aren’t tied to financial institutions or advisory firms—they work for you. These professionals offer many of the same services as financial advisors at brokerages, banks, and big companies, but they aren’t subject to the same agendas as organized advisory … Read more

Asset Management vs Wealth Management: What’s the Difference?

Understanding the difference between wealth and asset management can make a difference in your future financial health. Wealth and asset management are separate financial services but are part of many investment advisors’ toolkits. Wealth management is a personalized financial guide. It looks at your entire financial situation and draws a roadmap to reach your money … Read more