Many architects and engineers manage their own finances, but they may be overlooking key elements that can make a significant difference in their financial future. This article explores 15 important financial strategies—from tax planning to diversification and retirement income planning—that architects and engineers often overlook. Learn how you can better navigate your financial journey and make more informed decisions to build long-term success.

When considering the cost of hiring a financial advisor, many focus on the fees—but what about the value? This article breaks down common advisor fee structures, explores the mistakes DIY investors often make, and highlights how professional advice can save you money, time, and stress. Discover why working with a financial advisor is an investment in your financial success.

If you're looking for a new advisor, here are my tips:

1. Work with someone who asks you what your goals are

2. Look for a Fee-Only Fiduciary

3. Ask them how they charge in your initial conversation

4. Ask if they do more than investments