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Satty, Levine & Ciacco, CPAs, P.C. Blog

Questions You Should Ask a Financial Advisor Before Hiring Them

Posted by Nicole Gomes on May 16, 2022 3:35:56 PM

Even those well-versed in personal finance know that there’s still so much to learn. From budgeting and saving to investing and retirement planning, it can feel like a constant struggle to stay on top of your finances. If you’re looking for the best way to learn how to invest, save, and pay off debt, then a financial advisor is where you need to start. That’s why we’re sharing these five crucial questions you should ask a financial advisor before hiring them.

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Topics: Financial planning

Financial Planning Tips for New Graduates to Avoid Debt

Posted by Nicole Gomes on May 10, 2022 12:13:15 PM

Congratulations! You have graduated college and are on your way to newly anticipated endeavors. At this time, you’re probably thinking about your first career move, but another important task that should be added to your to-do list is a viable financial planning strategy. After graduation, having your finances in order can help you lead a relatively comfortable adulthood.

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Topics: credit score, Financial planning

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Since 1949, S,L&C has provided professional accounting and business advisory services from New York to California. Now, our blog contains some of the latest news, trends and tips to help you prosper financially.  

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