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FAQ

Is a financial advisor worth it?

Whether a financial advisor is worth it depends on both the quality and care of your financial advisor and how you value the services they provide. While results will vary by individual, financial advisors can add value through quantifiable metrics like tax savings, portfolio rebalancing, investment management, and time savings. They can also provide intangible benefits like reassurance during market turbulence and consistent support during life events. 

Financial Planning Jul 22, 2026

FAQ

How often should I review my financial plan?

You should review your financial plan (ideally with your financial advisor) at least once per year and  after any major life event (marriage, divorce, birth of child, important medical diagnosis, etc.). When you review your financial plan,  you should check your savings rate, investment performance, risk exposure, progress towards your goals, and your tax efficiency. You should also consider any changes in insurance coverage, estate plans, beneficiary designations, and health care plans. 

Financial Planning Jul 22, 2026

FAQ

What is direct indexing?

Direct indexing is an investment strategy where an investor purchases the individual underlying stocks of an index rather investing in an index mutual fund or ETF. This strategy allows you to replicate a market index while giving you more control over portfolio construction and tax management compared to traditional index funds or ETFs. 

Investing Jul 22, 2026

FAQ

How do required minimum distributions (RMDs) work?

Required Minimum Distributions are the minimum amount that individuals must withdraw each year from certain types of retirement accounts, starting at age 73. The first distribution must be taken by April 1 of the year following the year you turn 73. Subsequent distributions must be taken by December 31 of each following year.

Retirement Jul 22, 2026

FAQ

What is a fiduciary?

A fiduciary is a person or organization who has a legal and ethical obligation to act in your best interest. It’s a relationship built on trust, where the fiduciary must put your needs and interests above their own. Fiduciaries are often professionals like financial advisors or attorneys, but they can also be individuals appointed in a personal capacity, such as a family member named executor of a will. 

Financial Planning Jul 22, 2026

FAQ

What information can I view in the application?

Depending on your experience and relationship with Wealth Enhancement, you may have access to profile information, assigned activities, planning information, advisor requests, educational resources, documents, and other information made available by your advisor team. 

Jun 25, 2026

FAQ

What information can my advisor see?

Your advisor team can view information you provide through the application, including profile information, completed UniFi questionnaires, uploaded documents, and responses that support your financial planning discussions. 

Jun 25, 2026