[{"data":1,"prerenderedAt":1445},["ShallowReactive",2],{"config-published":3,"i-ph:caret-down-bold":732,"i-ph:magnifying-glass":735,"i-ph:list":737,"i-ph:instagram-logo":739,"i-ph:youtube-logo":741,"i-ph:x-logo":743,"i-ph:facebook-logo":745,"i-ph:linkedin-logo":747,"discover/financial-advice/my-financial-advisor-retires-published":749,"i-uil:list-ul":1433,"breadcrumbs-/discover/financial-advice/my-financial-advisor-retires":1436,"i-ph:caret-right":1443},{"name":4,"created_at":5,"published_at":6,"updated_at":7,"id":8,"uuid":9,"content":10,"slug":724,"full_slug":724,"sort_by_date":34,"position":725,"tag_list":726,"is_startpage":543,"parent_id":727,"meta_data":34,"group_id":728,"first_published_at":729,"release_id":34,"lang":730,"path":34,"alternates":731,"default_full_slug":34,"translated_slugs":34},"App configuration","2022-11-24T11:24:28.448Z","2026-01-07T10:07:40.657Z","2026-01-07T10:07:40.684Z",224651377,"a6261810-1b4d-4071-a43d-805ea558bf15",{"_uid":11,"href":12,"text":12,"component":13,"advisorCTA":14,"headerMenu":41,"footerLinks":538,"loginLinkUrl":559,"advisorCTAUrl":560,"loginLinkText":12,"proHeaderMenu":561,"FooterRichText":643,"advisorCTALink":28,"advisorCTAText":644,"openInNewWindow":543,"footerLegalLinks":645,"geoWarningCTAUrl":666,"footerDisclaimer1":12,"footerDisclaimer2":667,"footerDisclaimer3":12,"footerSocialLinks":668,"geoWarningCTALink":689,"geoWarningCTAText":690,"FooterStickyBanner":691,"geoWarningCTAClose":692,"geoWarningCTATitle":693,"SpeakToAdvisorWidget":694,"newsletterSignupWidget":704},"cb57aa4d-0af2-49b3-8b8f-16521700f0a8","","app-configuration",{"type":15,"content":16},"doc",[17],{"type":18,"content":19},"paragraph",[20,27],{"text":21,"type":22,"marks":23},"Are you an adviser? ","text",[24],{"type":25,"attrs":26},"styled",{"class":12},{"text":28,"type":22,"marks":29},"Go to Unbiased Pro",[30,37,39],{"type":31,"attrs":32},"link",{"href":33,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/pro",null,"_self","url",{"type":38},"bold",{"type":25,"attrs":40},{"class":12},[42,148,269,368,440],{"CTA":43,"_uid":57,"title":58,"component":59,"overview_link":60,"main_section_links":75,"main_section_title":132,"additional_section_links":133,"additional_section_title":147},[44],{"_uid":45,"link":46,"component":56},"2298396f-4a40-4282-b5ef-f30a3b9619b8",{"type":15,"content":47},[48],{"type":18,"content":49},[50],{"text":51,"type":22,"marks":52},"Find an advisor",[53],{"type":31,"attrs":54},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor","app-link-rich","6ee9fa7a-ee9d-4a0d-b913-99f9ee1b6e05","Financial Advice","app-header-menu-item-dropdown",[61],{"_uid":62,"link":63,"component":56},"91b4e023-f3d0-49ba-9748-f63e5fac2b1f",{"type":15,"content":64},[65],{"type":18,"content":66},[67],{"text":68,"type":22,"marks":69},"All financial advice guides",[70],{"type":31,"attrs":71},{"href":72,"uuid":73,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/","34bbfdfd-544e-42d2-aebd-78a15ad88cba","story",[76,89,102,115],{"_uid":77,"link":78,"component":56},"9f8d25a8-d93c-4d4a-a4c0-a63e37483485",{"type":15,"content":79},[80],{"type":18,"content":81},[82],{"text":83,"type":22,"marks":84},"Top investment companies",[85],{"type":31,"attrs":86},{"href":87,"uuid":88,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/top-investment-companies","3b175b31-cbbf-48ec-8faa-9cfd540973df",{"_uid":90,"link":91,"component":56},"85fbb733-400d-421b-afaf-5d85ae69bb31",{"type":15,"content":92},[93],{"type":18,"content":94},[95],{"text":96,"type":22,"marks":97},"Top Robo-Advisors",[98],{"type":31,"attrs":99},{"href":100,"uuid":101,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/best-robo-advisors","f73492c0-bcc0-4243-a4de-cc85fca28178",{"_uid":103,"link":104,"component":56},"9bfc68dd-ea47-48cf-a9ae-58589bbba599",{"type":15,"content":105},[106],{"type":18,"content":107},[108],{"text":109,"type":22,"marks":110},"Top financial advisor firms",[111],{"type":31,"attrs":112},{"href":113,"uuid":114,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/best-financial-advisor","cd1dd08f-886e-453d-babc-4a707c50b530",{"_uid":116,"link":117,"component":56},"dea791c8-aa54-4a1b-8ac8-a7de2006036b",{"type":15,"content":118},[119],{"type":18,"content":120},[121],{"text":122,"type":22,"marks":123},"Top wealth management firms",[124,128],{"type":31,"attrs":125},{"href":126,"uuid":127,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/top-wealth-management-firms","b1e6000d-ed2b-4fc8-bbb2-7e803f4b512f",{"type":129,"attrs":130},"textStyle",{"color":131},"rgb(0, 0, 0)","Get help with",[134],{"_uid":135,"link":136,"component":56},"f234c95d-2ad5-4cb6-9484-4c4b31413c2f",{"type":15,"content":137},[138],{"type":18,"content":139},[140],{"text":141,"type":22,"marks":142},"Financial advisors near me",[143],{"type":31,"attrs":144},{"href":145,"uuid":146,"anchor":34,"target":35,"linktype":74},"/discover/financial-advice/find-a-financial-advisor-near-me","ecbad03f-43f9-48db-af9c-1e63b145b2d9","More resources",{"CTA":149,"_uid":160,"title":161,"component":59,"overview_link":162,"main_section_links":176,"main_section_title":132,"additional_section_links":229,"additional_section_title":147},[150],{"_uid":151,"link":152,"component":56},"8e607e09-445b-4f4c-9615-e8d266f35612",{"type":15,"content":153},[154],{"type":18,"content":155},[156],{"text":51,"type":22,"marks":157},[158],{"type":31,"attrs":159},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"85c0c112-23fe-46b2-ae32-196f05710318","Retirement",[163],{"_uid":164,"link":165,"component":56},"bbf6b9e2-609e-4a82-ab5d-5ad9d07bd1a1",{"type":15,"content":166},[167],{"type":18,"content":168},[169],{"text":170,"type":22,"marks":171},"All retirement guides",[172],{"type":31,"attrs":173},{"href":174,"uuid":175,"anchor":34,"target":35,"linktype":74},"/discover/retirement/","0580c990-ee0a-4287-ac8d-d2e4689a1051",[177,190,203,216],{"_uid":178,"link":179,"component":56},"28f1d44a-d98d-4b93-9a4f-3893950dbcc0",{"type":15,"content":180},[181],{"type":18,"content":182},[183],{"text":184,"type":22,"marks":185},"Retiring on $300K",[186],{"type":31,"attrs":187},{"href":188,"uuid":189,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-300k","73defa57-75a4-4cf8-8cf7-15ba93619e2c",{"_uid":191,"link":192,"component":56},"9872bd56-d9cb-4b13-88e5-a336f0246043",{"type":15,"content":193},[194],{"type":18,"content":195},[196],{"text":197,"type":22,"marks":198},"Retiring on $500K",[199],{"type":31,"attrs":200},{"href":201,"uuid":202,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-500k","33db366d-aae1-49e7-afdd-62751a0fbd10",{"_uid":204,"link":205,"component":56},"48b2cd52-8bf8-4fe3-9a91-835a353cacbb",{"type":15,"content":206},[207],{"type":18,"content":208},[209],{"text":210,"type":22,"marks":211},"Retiring on $800K",[212],{"type":31,"attrs":213},{"href":214,"uuid":215,"anchor":34,"target":35,"linktype":74},"/discover/retirement/retiring-with-800k","42a16b7d-6141-4422-8909-87718b57d06d",{"_uid":217,"link":218,"component":56},"68aa3dbb-59d2-4dec-ab2c-8a74355de45d",{"type":15,"content":219},[220],{"type":18,"content":221},[222],{"text":223,"type":22,"marks":224},"Retiring on $1 million",[225],{"type":31,"attrs":226},{"href":227,"uuid":228,"anchor":34,"target":35,"linktype":74},"/discover/retirement/can-you-retire-on-1-million","4a022cdb-ad83-4b88-ab6a-87b8e39f482e",[230,243,256],{"_uid":231,"link":232,"component":56},"544b38e5-ba7a-4b9d-b8e0-86a11eae4381",{"type":15,"content":233},[234],{"type":18,"content":235},[236],{"text":237,"type":22,"marks":238},"Retirement calculator",[239],{"type":31,"attrs":240},{"href":241,"uuid":242,"anchor":34,"target":35,"linktype":74},"/discover/retirement/retirement-calculator","e750018f-e90c-4df6-b63a-97268dfdf93c",{"_uid":244,"link":245,"component":56},"20fc13a0-0418-4af1-a0c2-2c647dbbc39e",{"type":15,"content":246},[247],{"type":18,"content":248},[249],{"text":250,"type":22,"marks":251},"Roth IRA calculator",[252],{"type":31,"attrs":253},{"href":254,"uuid":255,"anchor":34,"target":35,"linktype":74},"/discover/retirement/roth-ira-calculator","58116e58-282b-41cd-8932-b47bebec7568",{"_uid":257,"link":258,"component":56},"5c17edab-55c5-4b48-bddd-7779f22984ec",{"type":15,"content":259},[260],{"type":18,"content":261},[262],{"text":263,"type":22,"marks":264},"What is a 401k",[265],{"type":31,"attrs":266},{"href":267,"uuid":268,"anchor":34,"target":35,"linktype":74},"/discover/investing/what-is-a-401k-and-how-does-it-work","342bd874-c9e1-426c-bba7-116d1f9665dc",{"CTA":270,"_uid":281,"title":282,"component":59,"overview_link":283,"main_section_links":297,"main_section_title":132,"additional_section_links":354,"additional_section_title":147},[271],{"_uid":272,"link":273,"component":56},"aada5723-1aa7-40fc-a2e8-a555f6d924cc",{"type":15,"content":274},[275],{"type":18,"content":276},[277],{"text":51,"type":22,"marks":278},[279],{"type":31,"attrs":280},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"495763d1-ee75-4112-9ef6-5765d8c6a6be","Investing",[284],{"_uid":285,"link":286,"component":56},"66d9a1fe-709f-46f9-9731-2f59ebccb2cc",{"type":15,"content":287},[288],{"type":18,"content":289},[290],{"text":291,"type":22,"marks":292},"All investing guides",[293],{"type":31,"attrs":294},{"href":295,"uuid":296,"anchor":34,"target":35,"linktype":74},"/discover/investing/","740d32ec-309a-43d6-902e-cb1e62bd0fe8",[298,312,326,340],{"_uid":299,"link":300,"component":56},"f2050b75-554a-4add-a9e6-8bfa544307d6",{"type":15,"content":301},[302],{"type":18,"attrs":303,"content":304},{"textAlign":34},[305],{"text":306,"type":22,"marks":307},"The best way to invest $20k",[308],{"type":31,"attrs":309},{"href":310,"uuid":311,"anchor":34,"target":35,"linktype":74},"/discover/investing/best-way-to-invest-20k","d39e5bf4-d7b4-426a-a6f2-b871031e724e",{"_uid":313,"link":314,"component":56},"2fc43030-f262-4a71-99c2-39167ce30cce",{"type":15,"content":315},[316],{"type":18,"attrs":317,"content":318},{"textAlign":34},[319],{"text":320,"type":22,"marks":321},"The best way to invest $50k",[322],{"type":31,"attrs":323},{"href":324,"uuid":325,"anchor":34,"target":35,"linktype":74},"/discover/investing/the-best-way-to-invest-50k","abac014e-4ec8-42ae-94a0-64cfdff686d5",{"_uid":327,"link":328,"component":56},"8df420ce-d8dd-4a7a-8947-50fa74ecf8e6",{"type":15,"content":329},[330],{"type":18,"attrs":331,"content":332},{"textAlign":34},[333],{"text":334,"type":22,"marks":335},"The best way to invest $100k",[336],{"type":31,"attrs":337},{"href":338,"uuid":339,"anchor":34,"target":35,"linktype":74},"/discover/investing/the-best-way-to-invest-100k","2c6b4fe9-770f-409a-93cd-791df4eb9318",{"_uid":341,"link":342,"component":56},"fed4141f-0a48-4752-9e11-7253956a4418",{"type":15,"content":343},[344],{"type":18,"attrs":345,"content":346},{"textAlign":34},[347],{"text":348,"type":22,"marks":349},"Investments that pay a monthly income",[350],{"type":31,"attrs":351},{"href":352,"uuid":353,"anchor":34,"target":35,"linktype":74},"/discover/investing/12-investments-that-pay-monthly-income","0898e500-1457-4990-be41-57a3c68d3e9f",[355],{"_uid":356,"link":357,"component":56},"ace14b44-4a28-432f-bf49-e7bd63d0bf4d",{"type":15,"content":358},[359],{"type":18,"content":360},[361],{"text":362,"type":22,"marks":363},"Compound interest calculator",[364],{"type":31,"attrs":365},{"href":366,"uuid":367,"anchor":34,"target":35,"linktype":74},"/discover/investing/compound-interest-calculator","18ece990-d9e2-4dad-8816-fdd320af3dc0",{"CTA":369,"_uid":380,"title":381,"component":59,"overview_link":382,"main_section_links":396,"main_section_title":132,"additional_section_links":439,"additional_section_title":147},[370],{"_uid":371,"link":372,"component":56},"be29d26a-051b-4ce8-984b-36035ef7a503",{"type":15,"content":373},[374],{"type":18,"content":375},[376],{"text":51,"type":22,"marks":377},[378],{"type":31,"attrs":379},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"b04c8a90-f17c-40ea-a4d5-554e8c69aa14","Banking",[383],{"_uid":384,"link":385,"component":56},"482cacd4-2995-4939-8c56-c9a74ea0236b",{"type":15,"content":386},[387],{"type":18,"content":388},[389],{"text":390,"type":22,"marks":391},"All banking guides",[392],{"type":31,"attrs":393},{"href":394,"uuid":395,"anchor":34,"target":35,"linktype":74},"/discover/banking/","d8de9283-4031-440b-be2f-01ac9349324e",[397,411,425],{"_uid":398,"link":399,"component":56},"0b07ede1-5220-4d9e-9f85-c474d743a260",{"type":15,"content":400},[401],{"type":18,"attrs":402,"content":403},{"textAlign":34},[404],{"text":405,"type":22,"marks":406},"What is private banking",[407],{"type":31,"attrs":408},{"href":409,"uuid":410,"anchor":34,"target":35,"linktype":74},"/discover/banking/what-is-private-banking","b1c04c35-0a8a-4af5-ace1-672aa41f133d",{"_uid":412,"link":413,"component":56},"caa1ee0a-c417-4cfb-b3d3-025466ab1b98",{"type":15,"content":414},[415],{"type":18,"attrs":416,"content":417},{"textAlign":34},[418],{"text":419,"type":22,"marks":420},"US income breakdown",[421],{"type":31,"attrs":422},{"href":423,"uuid":424,"anchor":34,"target":35,"linktype":74},"/discover/banking/how-much-income-puts-you-in-the-top-1-5-or-10","ddda3782-1859-49a4-82ed-935303e2bec6",{"_uid":426,"link":427,"component":56},"6a0937f3-2014-431f-a77c-95e748072003",{"type":15,"content":428},[429],{"type":18,"attrs":430,"content":431},{"textAlign":34},[432],{"text":433,"type":22,"marks":434},"Cost of living in Florida",[435],{"type":31,"attrs":436},{"href":437,"uuid":438,"anchor":34,"target":35,"linktype":74},"/discover/banking/what-is-the-cost-of-living-in-florida","9c970b27-4644-43af-834f-eba5f1ae136a",[],{"CTA":441,"_uid":452,"title":453,"component":59,"overview_link":454,"main_section_links":468,"main_section_title":132,"additional_section_links":525,"additional_section_title":147},[442],{"_uid":443,"link":444,"component":56},"f2cea9b3-b01d-4bbf-b18b-52a0737eaf3c",{"type":15,"content":445},[446],{"type":18,"content":447},[448],{"text":51,"type":22,"marks":449},[450],{"type":31,"attrs":451},{"href":55,"uuid":34,"anchor":34,"target":35,"linktype":36},"a5e4b27e-1713-42d5-9597-6882a94968c0","Taxes",[455],{"_uid":456,"link":457,"component":56},"40d47d8f-3a14-4596-9d64-337daeb3fbf5",{"type":15,"content":458},[459],{"type":18,"content":460},[461],{"text":462,"type":22,"marks":463},"All tax guides",[464],{"type":31,"attrs":465},{"href":466,"uuid":467,"anchor":34,"target":35,"linktype":74},"/discover/taxes/","cff941f3-03a9-464a-b168-0d9b1eef9ce4",[469,483,497,511],{"_uid":470,"link":471,"component":56},"e366294b-be7d-47bb-b127-25b39aab3467",{"type":15,"content":472},[473],{"type":18,"attrs":474,"content":475},{"textAlign":34},[476],{"text":477,"type":22,"marks":478},"Capital gains tax for seniors",[479],{"type":31,"attrs":480},{"href":481,"uuid":482,"anchor":34,"target":35,"linktype":74},"/discover/taxes/capital-gains-tax-exemption-for-seniors-what-does-it-mean-for-you","62ae1223-58e7-4fe8-9081-2a9d047cfb84",{"_uid":484,"link":485,"component":56},"336d1192-6b9d-4a98-8922-1877072f3003",{"type":15,"content":486},[487],{"type":18,"attrs":488,"content":489},{"textAlign":34},[490],{"text":491,"type":22,"marks":492},"Capital gains tax by state",[493],{"type":31,"attrs":494},{"href":495,"uuid":496,"anchor":34,"target":35,"linktype":74},"/discover/taxes/capital-gains-tax-by-state","94d6ce4a-1ba6-444f-a41d-4ae541b99b79",{"_uid":498,"link":499,"component":56},"7450de66-1ff3-447c-b191-1f75166a6046",{"type":15,"content":500},[501],{"type":18,"attrs":502,"content":503},{"textAlign":34},[504],{"text":505,"type":22,"marks":506},"Understanding capital gains tax",[507],{"type":31,"attrs":508},{"href":509,"uuid":510,"anchor":34,"target":35,"linktype":74},"/discover/retirement/how-much-is-capital-gains-tax","8442c69d-4c88-4d2e-8fa4-08275191bab0",{"_uid":512,"link":513,"component":56},"8050ded3-889f-43b0-92b3-30adad9ac076",{"type":15,"content":514},[515],{"type":18,"attrs":516,"content":517},{"textAlign":34},[518],{"text":519,"type":22,"marks":520},"Tax in Washington",[521],{"type":31,"attrs":522},{"href":523,"uuid":524,"anchor":34,"target":35,"linktype":74},"/discover/taxes/washington-tax-guide","2462451b-7f16-4364-8471-f78939478e7e",[526],{"_uid":527,"link":528,"component":56},"b11dcfe9-a823-4859-8965-d32bab7873e9",{"type":15,"content":529},[530],{"type":18,"content":531},[532],{"text":533,"type":22,"marks":534},"Capital Gains Tax Calculator",[535],{"type":31,"attrs":536},{"href":537,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/taxes/capital-gains-tax-calculator",[539,544,546,548,550,554],{"_uid":540,"href":174,"text":541,"component":542,"openInNewWindow":543},"4654e725-33d3-4fa3-8917-b2a73f05752c"," Retirement","app-link",false,{"_uid":545,"href":295,"text":282,"component":542,"openInNewWindow":543},"3e1f2e86-310c-4ee1-be2b-c9100443d53f",{"_uid":547,"href":394,"text":381,"component":542,"openInNewWindow":543},"fa006314-3e85-43c3-9267-bb87f84a1ebc",{"_uid":549,"href":466,"text":453,"component":542,"openInNewWindow":543},"9d69eda3-6dcc-49fb-a519-f61cb97a40ff",{"_uid":551,"href":552,"text":553,"component":542,"openInNewWindow":543},"ecf272f5-571f-41aa-a069-75c81ec617e8","/discover/insurance/","Insurance",{"_uid":555,"href":556,"text":557,"component":542,"openInNewWindow":558},"0acdc588-18e3-4e41-872b-1d528d985164","/about-us","About us",true,"https://v2.unbiased.com/consumer/login","/pro",[562,575,589,603,617,630],{"_uid":563,"link":564,"component":56},"72cfe613-7b21-4cc0-acbf-66a38dab3eee",{"type":15,"content":565},[566],{"type":18,"content":567},[568],{"text":569,"type":22,"marks":570},"Pricing",[571],{"type":31,"attrs":572},{"href":573,"uuid":34,"anchor":34,"custom":574,"target":35,"linktype":36},"https://www.unbiased.com/pages/pricing",{},{"_uid":576,"link":577,"component":56},"cb14e1ca-f377-41ec-b053-b97ef2aeb42f",{"type":15,"content":578},[579],{"type":18,"content":580},[581],{"text":582,"type":22,"marks":583},"Business Growth",[584],{"type":31,"attrs":585},{"href":586,"uuid":587,"anchor":34,"custom":588,"target":35,"linktype":74},"/pro/discover/business-growth/","022b5ef6-975b-4f56-8d38-66f137e7901f",{},{"_uid":590,"link":591,"component":56},"6cdc93ad-5d74-4c39-9342-0ed49e309979",{"type":15,"content":592},[593],{"type":18,"content":594},[595],{"text":596,"type":22,"marks":597},"Trends & Insight",[598],{"type":31,"attrs":599},{"href":600,"uuid":601,"anchor":34,"custom":602,"target":35,"linktype":74},"/pro/discover/trends-insight/","4b364e23-68e6-4009-a852-83d5e327c796",{},{"_uid":604,"link":605,"component":56},"0404c041-e645-42fe-8932-be896a82902e",{"type":15,"content":606},[607],{"type":18,"content":608},[609],{"text":610,"type":22,"marks":611},"News",[612],{"type":31,"attrs":613},{"href":614,"uuid":615,"anchor":34,"custom":616,"target":35,"linktype":74},"/pro/discover/news/","829a2a75-d3fb-454c-a50c-c7f8212ea16b",{},{"_uid":618,"link":619,"component":56},"7f208f7d-d0f3-417c-8cc8-c135e72a8a74",{"type":15,"content":620},[621],{"type":18,"content":622},[623],{"text":624,"type":22,"marks":625},"Help",[626],{"type":31,"attrs":627},{"href":628,"uuid":34,"anchor":34,"custom":629,"target":35,"linktype":36},"https://www.unbiased.com/pages/pro/faqs",{},{"_uid":631,"link":632,"component":56},"f4ec7388-9b0f-42ef-96b0-38feb0f276e1",{"type":15,"content":633},[634],{"type":18,"content":635},[636],{"text":637,"type":22,"marks":638},"Login",[639],{"type":31,"attrs":640},{"href":641,"uuid":34,"anchor":34,"custom":642,"target":35,"linktype":36},"https://v2.unbiased.com/pro/login",{},[],"Are you an advisor?",[646,650,654,658,662],{"_uid":647,"href":648,"text":649,"component":542,"openInNewWindow":543},"5a4588d0-87e3-4ae5-963f-bd3ca35a1bf7","https://www.unbiased.com/faq","FAQ",{"_uid":651,"href":652,"text":653,"component":542,"openInNewWindow":543},"85a086a2-d420-43a6-a1e6-d8cfcc52a584","/terms-of-use","Terms of Use",{"_uid":655,"href":656,"text":657,"component":542,"openInNewWindow":543},"bd58e670-f5ff-4936-adbe-5aa73c990cdf","/privacy-policy","Privacy Policy",{"_uid":659,"href":660,"text":661,"component":542,"openInNewWindow":558},"eafa26a7-3b78-4f00-954e-f1ebc3115542","https://reports.adviserinfo.sec.gov/reports/ADV/323880/PDF/323880.pdf","Unbiased ADV",{"_uid":663,"href":664,"text":665,"component":542,"openInNewWindow":558},"2cbcf581-9d60-443b-9e63-9e95be09afad","https://reports.adviserinfo.sec.gov/crs/crs_323880.pdf","Unbiased CRS","https://www.unbiased.co.uk","Unbiased Inc. is a registered investment advisor with the US Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not imply a certain level of skill or training.",[669,673,677,681,685],{"_uid":670,"href":671,"text":672,"component":542,"openInNewWindow":543},"2ca50944-e323-4559-9c46-b77eb4bce616","//www.instagram.com/unbiased.us/","Instagram",{"_uid":674,"href":675,"text":676,"component":542,"openInNewWindow":543},"278b2358-e4c6-491b-b011-425b4bd0b709","//www.youtube.com/@Unbiased","YouTube",{"_uid":678,"href":679,"text":680,"component":542,"openInNewWindow":543},"dccca61f-0426-4778-a54b-1944ab1ae71f","//twitter.com/Unbiased_us","Twitter",{"_uid":682,"href":683,"text":684,"component":542,"openInNewWindow":543},"6e6372d5-1f37-43fb-a849-8868877530c8","//www.facebook.com/unbiasedus","Facebook",{"_uid":686,"href":687,"text":688,"component":542,"openInNewWindow":558},"c3a97f2f-ee67-4516-9529-6aff38733af2","https://www.linkedin.com/showcase/unbiased.com/","LinkedIn","Go to UK site","It looks like you’re visiting from the UK. Would you like to visit our UK site?",[],"Stay on US site","You’re currently on our US site",[695],{"_uid":696,"heading":697,"cta_link":55,"cta_text":698,"component":699,"description":700,"pro_heading":701,"pro_cta_link":33,"pro_cta_text":702,"pro_description":703},"7404adca-dc5b-443e-a1b4-4c8bed2673b3","Financial advice","Match with an advisor","sidebar_cta","We’ll find a professional perfectly matched to your needs. Getting started is easy, fast and free.","Access high-quality leads in minutes with UnbiasedPro","Get perfect clients now.","If you're looking for the perfect clients we'll deliver them straight to your inbox and give you the tools to manage them throughout the sales process.",[705],{"_uid":706,"title":707,"CTAText":708,"subtitle":709,"component":710,"errorTitle":711,"description":712,"successTitle":713,"errorSubtitle":714,"successSubtitle":715,"consentCheckboxLabelText":716,"errorMesageFirstNameError":717,"consentCheckboxLabelLinkURL":656,"consentCheckboxLabelLinkText":718,"errorMessageRequiredFieldEmail":719,"errorMessageIncorrectEmailFormat":720,"errorMessageRequiredFieldConsent":721,"errorMessageRequiredFieldInterest":722,"errorMessageRequiredFieldFirstName":723},"8ca4fd8f-da99-489f-aa1b-fcfabdd8b7e3","Get the latest news and tips","Sign up for email updates","Sign up for news that may impact your finances","sidebar-email-signup","Sorry, there was a technical problem","Receive the latest news, tips and guides to help you manage your finances","Thanks for signing up!","Please try again later, or email contact@unbiased.com","You should receive an email confirmation shortly.","I consent to Unbiased storing my data in accordance with their","Too many characters","privacy policy","Your email address is required","Your email address contains errors","Your consent is required","Your interest is required","Your first name is required","config",-60,[],0,"c7c18fda-2d94-4a2f-9d60-e1fee25d980a","2022-11-21T10:48:58.546Z","default",[],{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":734},256,"\u003Cpath fill=\"currentColor\" d=\"m216.49 104.49l-80 80a12 12 0 0 1-17 0l-80-80a12 12 0 0 1 17-17L128 159l71.51-71.52a12 12 0 0 1 17 17Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":736},"\u003Cpath fill=\"currentColor\" d=\"m229.66 218.34l-50.07-50.06a88.11 88.11 0 1 0-11.31 11.31l50.06 50.07a8 8 0 0 0 11.32-11.32M40 112a72 72 0 1 1 72 72a72.08 72.08 0 0 1-72-72\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":738},"\u003Cpath fill=\"currentColor\" d=\"M224 128a8 8 0 0 1-8 8H40a8 8 0 0 1 0-16h176a8 8 0 0 1 8 8M40 72h176a8 8 0 0 0 0-16H40a8 8 0 0 0 0 16m176 112H40a8 8 0 0 0 0 16h176a8 8 0 0 0 0-16\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":740},"\u003Cpath fill=\"currentColor\" d=\"M128 80a48 48 0 1 0 48 48a48.05 48.05 0 0 0-48-48m0 80a32 32 0 1 1 32-32a32 32 0 0 1-32 32m48-136H80a56.06 56.06 0 0 0-56 56v96a56.06 56.06 0 0 0 56 56h96a56.06 56.06 0 0 0 56-56V80a56.06 56.06 0 0 0-56-56m40 152a40 40 0 0 1-40 40H80a40 40 0 0 1-40-40V80a40 40 0 0 1 40-40h96a40 40 0 0 1 40 40ZM192 76a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":742},"\u003Cpath fill=\"currentColor\" d=\"m164.44 121.34l-48-32A8 8 0 0 0 104 96v64a8 8 0 0 0 12.44 6.66l48-32a8 8 0 0 0 0-13.32M120 145.05V111l25.58 17Zm114.33-75.53a24 24 0 0 0-14.49-16.4C185.56 39.88 131 40 128 40s-57.56-.12-91.84 13.12a24 24 0 0 0-14.49 16.4C19.08 79.5 16 97.74 16 128s3.08 48.5 5.67 58.48a24 24 0 0 0 14.49 16.41C69 215.56 120.4 216 127.34 216h1.32c6.94 0 58.37-.44 91.18-13.11a24 24 0 0 0 14.49-16.41c2.59-10 5.67-28.22 5.67-58.48s-3.08-48.5-5.67-58.48m-15.49 113a8 8 0 0 1-4.77 5.49c-31.65 12.22-85.48 12-86 12H128c-.54 0-54.33.2-86-12a8 8 0 0 1-4.77-5.49C34.8 173.39 32 156.57 32 128s2.8-45.39 5.16-54.47A8 8 0 0 1 41.93 68c30.52-11.79 81.66-12 85.85-12h.27c.54 0 54.38-.18 86 12a8 8 0 0 1 4.77 5.49C221.2 82.61 224 99.43 224 128s-2.8 45.39-5.16 54.47Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":744},"\u003Cpath fill=\"currentColor\" d=\"m214.75 211.71l-62.6-98.38l61.77-67.95a8 8 0 0 0-11.84-10.76l-58.84 64.72l-40.49-63.63A8 8 0 0 0 96 32H48a8 8 0 0 0-6.75 12.3l62.6 98.37l-61.77 68a8 8 0 1 0 11.84 10.76l58.84-64.72l40.49 63.63A8 8 0 0 0 160 224h48a8 8 0 0 0 6.75-12.29M164.39 208L62.57 48h29l101.86 160Z\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":746},"\u003Cpath fill=\"currentColor\" d=\"M128 24a104 104 0 1 0 104 104A104.11 104.11 0 0 0 128 24m8 191.63V152h24a8 8 0 0 0 0-16h-24v-24a16 16 0 0 1 16-16h16a8 8 0 0 0 0-16h-16a32 32 0 0 0-32 32v24H96a8 8 0 0 0 0 16h24v63.63a88 88 0 1 1 16 0\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":748},"\u003Cpath fill=\"currentColor\" d=\"M216 24H40a16 16 0 0 0-16 16v176a16 16 0 0 0 16 16h176a16 16 0 0 0 16-16V40a16 16 0 0 0-16-16m0 192H40V40h176zM96 112v64a8 8 0 0 1-16 0v-64a8 8 0 0 1 16 0m88 28v36a8 8 0 0 1-16 0v-36a20 20 0 0 0-40 0v36a8 8 0 0 1-16 0v-64a8 8 0 0 1 15.79-1.78A36 36 0 0 1 184 140m-84-56a12 12 0 1 1-12-12a12 12 0 0 1 12 12\"/>",{"name":750,"created_at":751,"published_at":752,"updated_at":753,"id":754,"uuid":755,"content":756,"slug":1425,"full_slug":1426,"sort_by_date":34,"position":1427,"tag_list":1428,"is_startpage":543,"parent_id":1429,"meta_data":34,"group_id":1430,"first_published_at":1431,"release_id":34,"lang":730,"path":34,"alternates":1432,"default_full_slug":34,"translated_slugs":34},"What to do if my financial advisor retires","2025-03-10T14:06:21.096Z","2026-01-02T09:50:32.195Z","2026-01-02T09:50:32.215Z",637839560,"8abafde6-ec8f-4aaa-b2f1-e20b91faf3b3",{"_uid":757,"body":758,"hero":1340,"author":1363,"series":12,"sidebar":1389,"hide_cta":543,"metatags":1415,"reviewer":12,"component":1420,"updatedAt":12,"series_order":12,"bottom_banner":1421,"fullWidthMode":543,"subcategories":1422,"hideEmbeddedMF":543,"hide_pro_banner":543,"intro_paragraph":1423,"series_dropdown":543,"intro_subheading":12,"series_navigation":558,"table_of_contents":558,"outgrow_calculator":1424,"series_dropdown_label":12,"hide_email_signup_widget":543,"show_compound_calculator":543,"show_roth_ira_calculator":543,"show_footer_sticky_banner":543,"show_retirement_calculator":543,"show_capital_gains_calculator":543},"fc9fc088-12d2-40fb-bc30-f3859e0894bd",[759],{"_uid":760,"data":761,"component":1339},"8367de5c-fca0-4cca-a195-77f055ff82bd",{"type":15,"content":762},[763,773,786,797,808,835,843,864,871,886,893,900,907,919,940,952,973,985,992,999,1007,1014,1021,1028,1035,1043,1054,1065,1076,1087,1098,1106,1116,1127,1138,1149,1160,1171,1178,1186,1193,1219,1240,1251,1262,1273,1284,1295,1302,1310,1317,1324],{"type":764,"attrs":765,"content":767},"heading",{"level":766},2,[768],{"text":769,"type":22,"marks":770},"Summary  ",[771],{"type":129,"attrs":772},{"color":12},{"type":774,"content":775},"bullet_list",[776],{"type":777,"content":778},"list_item",[779],{"type":18,"content":780},[781],{"text":782,"type":22,"marks":783},"According to Cerulli, by 2032, nearly 37% of financial advisors, who collectively control $10.4 trillion, plan to retire.  ",[784],{"type":129,"attrs":785},{"color":12},{"type":774,"content":787},[788],{"type":777,"content":789},[790],{"type":18,"content":791},[792],{"text":793,"type":22,"marks":794},"If your financial advisor decides to retire, you can keep your assets with the existing firm or find a new one.  ",[795],{"type":129,"attrs":796},{"color":12},{"type":774,"content":798},[799],{"type":777,"content":800},[801],{"type":18,"content":802},[803],{"text":804,"type":22,"marks":805},"Stay on course with a financial plan, no matter who your new financial advisor is.  ",[806],{"type":129,"attrs":807},{"color":12},{"type":774,"content":809},[810],{"type":777,"content":811},[812],{"type":18,"content":813},[814,819,830],{"text":815,"type":22,"marks":816},"Unbiased can pair you with a ",[817],{"type":129,"attrs":818},{"color":12},{"text":820,"type":22,"marks":821},"qualified financial advisor",[822,826,828],{"type":31,"attrs":823},{"href":824,"uuid":34,"anchor":34,"target":825,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor/primary-areas?mf-type=regular","_blank",{"type":129,"attrs":827},{"color":12},{"type":829},"underline",{"text":831,"type":22,"marks":832}," to step in should you need it.  ",[833],{"type":129,"attrs":834},{"color":12},{"type":764,"attrs":836,"content":837},{"level":766},[838],{"text":839,"type":22,"marks":840},"What should I do if my financial advisor retires? ",[841],{"type":129,"attrs":842},{"color":12},{"type":18,"content":844},[845,850,859],{"text":846,"type":22,"marks":847},"According to ",[848],{"type":129,"attrs":849},{"color":12},{"text":851,"type":22,"marks":852},"Cerulli",[853,856,858],{"type":31,"attrs":854},{"href":855,"uuid":34,"anchor":34,"target":825,"linktype":36},"https://www.cerulli.com/press-releases/40-of-advisory-assets-will-transition-in-10-years-according-to-cerulli",{"type":129,"attrs":857},{"color":12},{"type":829},{"text":860,"type":22,"marks":861},", by 2032, nearly 37% of financial advisors, who collectively control $10.4 trillion, or 40% of total industry assets, plan to retire.  ",[862],{"type":129,"attrs":863},{"color":12},{"type":18,"content":865},[866],{"text":867,"type":22,"marks":868},"If you haven’t seen this scenario, you will likely soon. Here’s what to do when your financial advisor retires. ",[869],{"type":129,"attrs":870},{"color":12},{"type":764,"attrs":872,"content":874},{"level":873},3,[875,880],{"text":876,"type":22,"marks":877},"Talk to your advisor",[878],{"type":129,"attrs":879},{"color":12},{"text":881,"type":22,"marks":882}," ",[883],{"type":129,"attrs":884},{"color":885},"#434343",{"type":18,"content":887},[888],{"text":889,"type":22,"marks":890},"Your advisor likely has a plan for succession, including a new advisor tapped to handle your portfolio. Get to know the new advisor, including their qualifications and approach to financial planning.  ",[891],{"type":129,"attrs":892},{"color":12},{"type":18,"content":894},[895],{"text":896,"type":22,"marks":897},"Talk about the details. If your transition involves moving to another firm, ask about the process and review the new contracts you’ll likely need to sign.  ",[898],{"type":129,"attrs":899},{"color":12},{"type":18,"content":901},[902],{"text":903,"type":22,"marks":904},"You want to feel confident entrusting your money to a new financial advisor. Your current advisor can help with the process.  ",[905],{"type":129,"attrs":906},{"color":12},{"type":764,"attrs":908,"content":909},{"level":873},[910,915],{"text":911,"type":22,"marks":912},"Review your financial plan",[913],{"type":129,"attrs":914},{"color":12},{"text":881,"type":22,"marks":916},[917],{"type":129,"attrs":918},{"color":885},{"type":18,"content":920},[921,926,935],{"text":922,"type":22,"marks":923},"Gather important documents, such as account statements, taxes, and correspondence with the financial advisor. Review your investments, retirement plan, ",[924],{"type":129,"attrs":925},{"color":12},{"text":927,"type":22,"marks":928},"insurance amounts",[929,932,934],{"type":31,"attrs":930},{"href":931,"uuid":34,"anchor":34,"target":825,"linktype":36},"https://www.unbiased.com/discover/insurance/what-is-life-insurance-and-how-does-it-work",{"type":129,"attrs":933},{"color":12},{"type":829},{"text":936,"type":22,"marks":937},", tax situation, estate planning, and more. If something needs to be adjusted, now is a great time to do it.  ",[938],{"type":129,"attrs":939},{"color":12},{"type":764,"attrs":941,"content":942},{"level":873},[943,948],{"text":944,"type":22,"marks":945},"Decide if you want to change firms",[946],{"type":129,"attrs":947},{"color":12},{"text":881,"type":22,"marks":949},[950],{"type":129,"attrs":951},{"color":885},{"type":18,"content":953},[954,959,968],{"text":955,"type":22,"marks":956},"A relationship with a financial advisor is a personal one. If you’re not comfortable with the person who was handed your ",[957],{"type":129,"attrs":958},{"color":12},{"text":960,"type":22,"marks":961},"investment portfolio",[962,965,967],{"type":31,"attrs":963},{"href":964,"uuid":34,"anchor":34,"target":825,"linktype":36},"https://www.unbiased.com/discover/investing/how-to-make-an-investment-plan-that-works-for-you",{"type":129,"attrs":966},{"color":12},{"type":829},{"text":969,"type":22,"marks":970},", start to interview potential candidates. Choose one you respect and whose fee structure works for you.  ",[971],{"type":129,"attrs":972},{"color":12},{"type":764,"attrs":974,"content":975},{"level":873},[976,981],{"text":977,"type":22,"marks":978},"Create a handover plan",[979],{"type":129,"attrs":980},{"color":12},{"text":881,"type":22,"marks":982},[983],{"type":129,"attrs":984},{"color":885},{"type":18,"content":986},[987],{"text":988,"type":22,"marks":989},"If you’re moving to a new firm, you may fill out a Transfer Instruction Form (TIF) to move your brokerage account to a new firm. Fill out the form with the names and numbers of the accounts exactly as they appear on your statements. When the request form arrives to your old advisor, the accounts listed will be sent to the new advisor.  ",[990],{"type":129,"attrs":991},{"color":12},{"type":18,"content":993},[994],{"text":995,"type":22,"marks":996},"If you’re staying with the firm, you likely don’t need to do anything, but it would be beneficial to review your financial plan with your new financial advisor to ensure that you are on the same page.  ",[997],{"type":129,"attrs":998},{"color":12},{"type":764,"attrs":1000,"content":1001},{"level":766},[1002],{"text":1003,"type":22,"marks":1004},"What happens to my money if my financial advisor retires? ",[1005],{"type":129,"attrs":1006},{"color":12},{"type":18,"content":1008},[1009],{"text":1010,"type":22,"marks":1011},"It’s natural to wonder where your money goes if your financial advisor retires. The short answer: Your money remains in place unless you move it.  ",[1012],{"type":129,"attrs":1013},{"color":12},{"type":18,"content":1015},[1016],{"text":1017,"type":22,"marks":1018},"Your money is typically held with a third-party custodian, which is usually a large financial institution such as Charles Schwab or Fidelity. Your advisor has likely made changes on your behalf, but the advisor typically doesn’t hold your money.  ",[1019],{"type":129,"attrs":1020},{"color":12},{"type":18,"content":1022},[1023],{"text":1024,"type":22,"marks":1025},"If your advisor retires, the money stays in the account, and you will still have access to all the money you’ve invested.   ",[1026],{"type":129,"attrs":1027},{"color":12},{"type":18,"content":1029},[1030],{"text":1031,"type":22,"marks":1032},"Be aware that not all investments are transferable.  ",[1033],{"type":129,"attrs":1034},{"color":12},{"type":764,"attrs":1036,"content":1037},{"level":873},[1038],{"text":1039,"type":22,"marks":1040},"Investments that are transferable: ",[1041],{"type":129,"attrs":1042},{"color":12},{"type":774,"content":1044},[1045],{"type":777,"content":1046},[1047],{"type":18,"content":1048},[1049],{"text":1050,"type":22,"marks":1051},"Stocks ",[1052],{"type":129,"attrs":1053},{"color":12},{"type":774,"content":1055},[1056],{"type":777,"content":1057},[1058],{"type":18,"content":1059},[1060],{"text":1061,"type":22,"marks":1062},"Mutual funds ",[1063],{"type":129,"attrs":1064},{"color":12},{"type":774,"content":1066},[1067],{"type":777,"content":1068},[1069],{"type":18,"content":1070},[1071],{"text":1072,"type":22,"marks":1073},"Exchange-traded funds (ETFs) ",[1074],{"type":129,"attrs":1075},{"color":12},{"type":774,"content":1077},[1078],{"type":777,"content":1079},[1080],{"type":18,"content":1081},[1082],{"text":1083,"type":22,"marks":1084},"Money market funds ",[1085],{"type":129,"attrs":1086},{"color":12},{"type":774,"content":1088},[1089],{"type":777,"content":1090},[1091],{"type":18,"content":1092},[1093],{"text":1094,"type":22,"marks":1095},"Brokered CDs ",[1096],{"type":129,"attrs":1097},{"color":12},{"type":764,"attrs":1099,"content":1100},{"level":873},[1101],{"text":1102,"type":22,"marks":1103},"Investments that are not transferable: ",[1104],{"type":129,"attrs":1105},{"color":12},{"type":774,"content":1107},[1108],{"type":777,"content":1109},[1110],{"type":18,"content":1111},[1112],{"text":1061,"type":22,"marks":1113},[1114],{"type":129,"attrs":1115},{"color":12},{"type":774,"content":1117},[1118],{"type":777,"content":1119},[1120],{"type":18,"content":1121},[1122],{"text":1123,"type":22,"marks":1124},"Annuities  ",[1125],{"type":129,"attrs":1126},{"color":12},{"type":774,"content":1128},[1129],{"type":777,"content":1130},[1131],{"type":18,"content":1132},[1133],{"text":1134,"type":22,"marks":1135},"CDs bought directly from a bank ",[1136],{"type":129,"attrs":1137},{"color":12},{"type":774,"content":1139},[1140],{"type":777,"content":1141},[1142],{"type":18,"content":1143},[1144],{"text":1145,"type":22,"marks":1146},"Life insurance policies ",[1147],{"type":129,"attrs":1148},{"color":12},{"type":774,"content":1150},[1151],{"type":777,"content":1152},[1153],{"type":18,"content":1154},[1155],{"text":1156,"type":22,"marks":1157},"Commodities ",[1158],{"type":129,"attrs":1159},{"color":12},{"type":774,"content":1161},[1162],{"type":777,"content":1163},[1164],{"type":18,"content":1165},[1166],{"text":1167,"type":22,"marks":1168},"OTC (over-the-counter) stocks ",[1169],{"type":129,"attrs":1170},{"color":12},{"type":18,"content":1172},[1173],{"text":1174,"type":22,"marks":1175},"Important note: If you sell investments instead of transferring the accounts, you may owe capital gains taxes. Transferring mutual funds also might incur fees if they haven’t reached their maturity date yet. ",[1176],{"type":129,"attrs":1177},{"color":12},{"type":764,"attrs":1179,"content":1180},{"level":766},[1181],{"text":1182,"type":22,"marks":1183},"How do I find a new financial advisor? ",[1184],{"type":129,"attrs":1185},{"color":12},{"type":18,"content":1187},[1188],{"text":1189,"type":22,"marks":1190},"If you’re looking for a new financial advisor, there are a number of places where you can find a good one.  ",[1191],{"type":129,"attrs":1192},{"color":12},{"type":18,"content":1194},[1195,1200,1214],{"text":1196,"type":22,"marks":1197},"You can find a ",[1198],{"type":129,"attrs":1199},{"color":12},{"text":1201,"type":22,"marks":1202},"good financial advisor",[1203,1212],{"type":31,"attrs":1204},{"href":1205,"uuid":1206,"anchor":34,"target":35,"linktype":74,"story":1207},"/discover/financial-advice/what-makes-a-good-financial-advisor","e1c57f00-663f-4f91-bc0d-92719b54f586",{"name":1208,"id":1209,"uuid":1206,"slug":1210,"url":1211,"full_slug":1211,"_stopResolving":558},"What makes a good financial advisor",680287840,"what-makes-a-good-financial-advisor","discover/financial-advice/what-makes-a-good-financial-advisor",{"type":129,"attrs":1213},{"color":12},{"text":1215,"type":22,"marks":1216}," by searching online or asking for recommendations from people you trust.  ",[1217],{"type":129,"attrs":1218},{"color":12},{"type":18,"content":1220},[1221,1226,1235],{"text":1222,"type":22,"marks":1223},"Some ",[1224],{"type":129,"attrs":1225},{"color":12},{"text":1227,"type":22,"marks":1228},"questions to ask a financial advisor",[1229,1232,1234],{"type":31,"attrs":1230},{"href":1231,"uuid":34,"anchor":34,"target":825,"linktype":36},"https://www.unbiased.com/discover/financial-advice/questions-ask-financial-advisor",{"type":129,"attrs":1233},{"color":12},{"type":829},{"text":1236,"type":22,"marks":1237}," include: ",[1238],{"type":129,"attrs":1239},{"color":12},{"type":774,"content":1241},[1242],{"type":777,"content":1243},[1244],{"type":18,"content":1245},[1246],{"text":1247,"type":22,"marks":1248},"Are you a fiduciary? A fiduciary is required to act in your best interest and can’t accept money that would create conflicts of interest. ",[1249],{"type":129,"attrs":1250},{"color":12},{"type":774,"content":1252},[1253],{"type":777,"content":1254},[1255],{"type":18,"content":1256},[1257],{"text":1258,"type":22,"marks":1259},"What services do you offer? Some financial advisors have specializations in different areas of finance.  ",[1260],{"type":129,"attrs":1261},{"color":12},{"type":774,"content":1263},[1264],{"type":777,"content":1265},[1266],{"type":18,"content":1267},[1268],{"text":1269,"type":22,"marks":1270},"How are you paid? You’ll need to pay either a percentage of assets under management (AUM), a commission, or a fee to the financial advisor. ",[1271],{"type":129,"attrs":1272},{"color":12},{"type":774,"content":1274},[1275],{"type":777,"content":1276},[1277],{"type":18,"content":1278},[1279],{"text":1280,"type":22,"marks":1281},"What’s your approach? Get a good sense of your financial advisor’s values by asking what they value and how they operate.  ",[1282],{"type":129,"attrs":1283},{"color":12},{"type":774,"content":1285},[1286],{"type":777,"content":1287},[1288],{"type":18,"content":1289},[1290],{"text":1291,"type":22,"marks":1292},"How will you track my financial progress? Asking this question can help you understand how your financial advisor intends to stay accountable to you for investment performance.  ",[1293],{"type":129,"attrs":1294},{"color":12},{"type":18,"content":1296},[1297],{"text":1298,"type":22,"marks":1299},"You can also find advisors through the financial advisor match service with Unbiased. ",[1300],{"type":129,"attrs":1301},{"color":12},{"type":764,"attrs":1303,"content":1304},{"level":766},[1305],{"text":1306,"type":22,"marks":1307},"Get expert financial advice ",[1308],{"type":129,"attrs":1309},{"color":12},{"type":18,"content":1311},[1312],{"text":1313,"type":22,"marks":1314},"When your financial advisor retires, you’ll need to review your financial plan, whether you stay with the firm or move your assets to another one.  ",[1315],{"type":129,"attrs":1316},{"color":12},{"type":18,"content":1318},[1319],{"text":1320,"type":22,"marks":1321},"You don’t have to navigate this decision alone. Unbiased can connect you with an advisor who can make the transfer easier and help you look at your plan with another set of eyes.  ",[1322],{"type":129,"attrs":1323},{"color":12},{"type":18,"content":1325},[1326,1334],{"text":1327,"type":22,"marks":1328},"Get started now.",[1329,1331,1333],{"type":31,"attrs":1330},{"href":824,"uuid":34,"anchor":34,"target":825,"linktype":36},{"type":129,"attrs":1332},{"color":12},{"type":829},{"text":1335,"type":22,"marks":1336},"  ",[1337],{"type":129,"attrs":1338},{"color":12},"article-rich-text",[1341],{"_uid":1342,"image":1343,"title":1348,"subtitle":12,"component":1362,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1344,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1345,"copyright":12,"fieldtype":1346,"meta_data":1347,"is_external_url":543},21299525,"https://a.storyblok.com/f/185166/1881x1254/80c06699b3/what-to-do-if-my-financial-advisor-retires.webp","asset",{},{"type":15,"content":1349},[1350],{"type":18,"content":1351},[1352,1354,1360],{"text":1353,"type":22},"What to do if ",{"text":1355,"type":22,"marks":1356},"my financial advisor retires",[1357],{"type":25,"attrs":1358},{"class":1359},"primary-gradient",{"text":1361,"type":22},"?","app-hero",{"name":1364,"created_at":1365,"published_at":1366,"updated_at":1367,"id":1368,"uuid":1369,"content":1370,"slug":1381,"full_slug":1382,"sort_by_date":34,"position":1383,"tag_list":1384,"is_startpage":543,"parent_id":1385,"meta_data":34,"group_id":1386,"first_published_at":1387,"release_id":34,"lang":730,"path":34,"alternates":1388,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Alene Laney","2025-01-10T11:20:16.824Z","2025-07-31T11:31:28.400Z","2025-07-31T11:31:28.412Z",607140568,"fa11c784-d733-4cc0-a8ec-90a90154b805",{"job":1371,"_uid":1372,"name":1364,"image":1373,"component":1377,"education":1378,"expertise":1379,"description":1380},"Content Writer","a6e3129c-eeee-4438-8204-797883981521",{"id":1374,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1375,"copyright":12,"fieldtype":1346,"meta_data":1376,"is_external_url":543},19801386,"https://a.storyblok.com/f/185166/1986x1986/48279a1e44/alene-laney.jpg",{},"article-author","University of Utah, BA in English Literature & History ","Laney has more than 10 years of experience in media, including newsprint, public relations, marketing, and SEO content writing. \nHer work has been featured in national publications such as The Wall Street Journal, Fox Business, SoFi, Credible, and others.","Alene Laney is an award-winning journalist for Unbiased, where she breaks down financial topics related to retirement, investing, and banking. \n\nShe specializes in helping readers make the best decisions for their money with long-form content for brands and consumer publications.","alene-laney","authors/alene-laney",-20,[],224651374,"e2751bd8-55e4-46e9-94e4-ccce2929794c","2025-01-10T11:21:18.666Z",[],[1390],{"_uid":1391,"body":1392,"title":1413,"component":1414},"628318e0-01e9-4c44-8673-bc4675b4f2b9",[1393,1397,1401,1405,1409],{"_uid":1394,"href":1395,"text":1396,"component":542,"openInNewWindow":558},"58c4d9a7-2a04-42f1-b073-d70d9328e86d","https://www.unbiased.com/discover/financial-advice/best-financial-advisor","Best financial advisors",{"_uid":1398,"href":1399,"text":1400,"component":542,"openInNewWindow":558},"a761736b-dbd9-4832-9a27-164c3a35d028","https://www.unbiased.com/discover/financial-advice/financial-advisor-for-retirement","Financial advisor for retirement",{"_uid":1402,"href":1403,"text":1404,"component":542,"openInNewWindow":558},"a30122b8-4411-4f1a-89b4-0c22c2125e64","https://www.unbiased.com/discover/financial-advice/moneta-group-financial-advisors","Moneta Group financial advisors",{"_uid":1406,"href":1407,"text":1408,"component":542,"openInNewWindow":558},"aaa7ee34-86af-4c82-a4b3-c0a66eb33999","https://www.unbiased.com/discover/financial-advice/treasury-partners-financial-advisors","Treasury Partners financial advisors",{"_uid":1410,"href":1411,"text":1412,"component":542,"openInNewWindow":558},"081a32d8-f3ad-4619-8ebf-14c8c8888651","https://www.unbiased.com/discover/financial-advice/edward-jones-financial-advisor","Edward Jones Financial Advisor","Related articles","app-links-list",{"_uid":1416,"title":1417,"plugin":1418,"og_image":12,"og_title":12,"description":1419,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"41780c2c-8ab5-4b2b-809c-4525644c96e3","What do I do if my financial advisor retires? ","seo_metatags","Worried about staying on track when your financial advisor retires? Have an open conversation and decide whether or not you want to stick with the firm or find a new advisor. ","app-article",[],[],"Here’s what happens to your money and what you should do if your financial advisor decides to retire.  ",[],"my-financial-advisor-retires","discover/financial-advice/my-financial-advisor-retires",-4230,[],365590167,"f65237fa-6e06-4a88-9074-0d387d3404e8","2025-03-10T14:10:11.776Z",[],{"left":727,"top":727,"width":1434,"height":1434,"rotate":727,"vFlip":543,"hFlip":543,"body":1435},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[1437,1440,1441],{"title":1438,"exact":558,"href":1439},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":1442,"disabled":558},"/discover/financial-advice/my-financial-advisor-retires",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1444},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777798389984]