Personal Finance Results

Topics to Consider When Talking to a Financial Advisor

Topics to Consider When Talking to a Financial Advisor

Talking to a financial advisor can be a very intimidating task. Thankfully, Rick “The Professor” Plum, CFP® and John Dean are here to discuss some of the topics you may want to consider when speaking with your financial advisor. Remember, everyone’s personal situation is different, and what may work for one person may not be a fit for everyone.

Planning for 2015

The new year has begun, and that means there’s very little you can change at this point to impact your financial goals for 2014. But it’s a great opportunity to look ahead and see what you may do to potentially help you reach your financial goals for 2015.