the prospect of working with a financial adviser may bring on a flurry of finance-related questions. For baby boomers, questions may be centered on “How much do I need to retire?” and “When ...

These four questions can be a good start to understanding your financial health as you work toward spending responsibly, saving strategically and reaching your longer-term retirement goals.

But don't celebrate just yet: For the next round in the interview process, prepare for the hiring team to take a deeper look at your experience and pose behavioral or situational questions to ...