Everyone who has a financial adviser should be asking them some questions. It is important for the client to think about their investment portfolio and plans every year. Fees The first thing to do is to ask the financial adviser how much fees they are charging. People...
When it comes to your retirement, you’re the only one who’s ultimately going to be looking out for your best interests. While a financial advisor can help you through the steps of making sure that your retirement funds are properly secured, it’s up...
It is not uncommon for people to procrastinate on estate planning. Even people who already have an estate plan may not have reviewed it in some time. Changes in the family, such as births and deaths, or in tax laws should trigger a review. Otherwise, people should...
