Tips for Making the Most of Your Inheritance
Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that
April 5, 2021
Preparing Teens for Financial Adulthood
Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income
April 5, 2021
Women and Wealth: Taking Charge of Your Finances
When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and
March 16, 2021
How Does Dollar-Cost Averaging Work?
When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment,
March 1, 2021
Women and Wealth: Taking Charge of Your Finances
When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and
March 1, 2021
Preparing for the 2021 Tax Season
How a financial advisor can help you manage your taxes this year Reducing your tax burden can help you manage your wealth and free up
February 1, 2021
Choosing the Right Life Insurance Policy
How to compare plans based on your specific needs The basic premise behind life insurance is simple: You pay premiums to an insurance company, which
February 1, 2021
4 Smart Money Moves for 2021
With the new year in full swing, it’s a great time to take stock of your personal finances. From building a budget and saving for
January 4, 2021
Tax Tips for Charitable Donations
Charitable giving is a great way to support the causes you care about while also getting a tax break. In 2020, Congress passed the Coronavirus
January 4, 2021
Experience the Difference
Clients
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Garrett & Robinson or LPL.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit https://www.ramseysolutions.com/smartvestor/referrals/RFIDAQGUM0NQXDLR/ramsey_disclosure?key=RFASI00WWQNDGMNR to learn more.
For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
“Your Financial House” and the “Your Financial House” symbols are trademarks of fiSMART, LLC ©2005. All Rights Reserved. A financial planning tool provided especially for the licensees of fiSMART (fiplanpartners.com).
1 As reported by Financial Planning magazine, June 1996-2023 based on total revenue.
2 Cerulli Associates, 2019 U.S. RIA Marketplace Report
3 2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
4 2021 Fortune 500 (as of June 2021)
