(BPT) - Many people have reexamined their finances since the pandemic. While some are itching to dine out and travel again, others are looking to invest in their future. According to a recent survey, Americans’ top financial goals include boosting their savings, planning for retirement and paying off debt.
To reach these and other goals, people often look for an advisor to help manage their money. However, there are many different types of financial professionals to choose from, so it's important to know what makes the right financial professional stand out.