So how do you view your financial advisor or advisory firm? Do you view it as a cost or do you view it as a blessing? Two very different ways of of looking at it. A number of years ago, recently updated in 2022, Vanguard conducted a study about the value add best practices in wealth management. They determined that there was a 3% additional benefit in net returns by using a financial advisor over not using one!

Traditional 401(k) vs Roth 401(k): How One Choice Can Add $1,000,000 to Your Nest Egg
Traditional 401k vs Roth 401k: Learn which choice could add $1M to your retirement savings and give peace of mind.