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We believe everyone should be able to make financial decisions with confidence. The availability of trusts, life insurance and estate planning options can help turn gains into a legacy of lasting wealth. You don’t want to choose the wrong firm for your needs — and there’s a possibility that could happen. Follow these guidelines to make sure you’re with a financial advisor that feels comfortable for you.

Merrill Edge offers high-quality customer service, robust research and low fees. Customers of parent company Bank of America will love the seamless, thoughtful integration, with a single login to access both accounts. The scoring formulas take into account multiple data points for each financial product and service. Treasury bonds, bills, and certificates of deposit (CDs) are considered safe because they are backed by the credit of the United States. Once the cost of inflation and taxes have been included in the return on income …

These marks are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Building an emergency fund will help make sure that a financial emergency doesn’t become a catastrophic financial event. When establishing your cash flow history, don’t overlook cash withdrawals that may have been used on sundries, from take-out, to shampoo, to sodas.

From financial planning and goal setting to planning for retirement, our Financial Advisors can work with you on all aspects of your financial life. Vanguard is one of the largest investment companies in the world with decades of experience and global recognition. Our highly respected investment managers, researchers, strategists, and economists have developed a deep expertise in all areas of investing. You’ll get …