Working With a Financial Advisor

Explore simple ways to build or strengthen the important relationship with a financial advisor.

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Working with a Financial Advisor

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5 Decisions You Might Not Think to Discuss With a Financial Advisor – But Should

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Ways to Improve Financial Health With an Advisor

Financial advisors can offer more than just retirement planning advice. Learn how they can help with a range of goals that affect overall financial health.

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3 Questions to Ask Your Financial Professional During Market Volatility

Ask these questions to help understand more about what’s driving the changes in the market and what you should – or shouldn’t – do about it.

4-Minute Article

6 Ways to Futureproof Your Retirement Plans

Key topics to discuss during your annual checkup to keep your plans on track for the future.

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5 Questions All Women Need to Ask a Financial Professional

Make informed decisions about key issues and take charge of your financial future.

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What Type of Investor Are You?

Our quiz can help you identify your investor type, understand your investing style and money management, and how you can effectively work with your financial professional.

6-Minute Article

The Financial Professional Questionnaire

Key questions to ask when looking for and working with a financial professional.

3-Minute Article

5 Questions to Ask a Financial Professional

Learning about an professional's approach helps ensure you'll find the right person for you.

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Retirement Planning

Take a closer look at the essential ingredients of an effective retirement plan — and put yourself on the path to success for life after retirement.

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Learn about Brighthouse SmartCare®, life insurance that can do more than one thing

Managing the Financial Impact of Divorce or Loss of a Spouse

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Working With a Financial Advisor

5 Decisions You Might Not Think to Discuss With a Financial Advisor – But Should

Ways to Improve Financial Health With an Advisor

3 Questions to Ask Your Financial Professional During Market Volatility

6 Ways to Futureproof Your Retirement Plans

5 Questions All Women Need to Ask a Financial Professional

What Type of Investor Are You?

The Financial Professional Questionnaire

5 Questions to Ask a Financial Professional

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Retirement Planning

Are you a financial professional?

Working With a Financial Advisor

5 Decisions You Might Not Think to Discuss With a Financial Advisor – But Should

Retirement Planning