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 advisor. Remember, everyone’s personal situation is different, and what may work for one person may not be a fit for everyone.

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theWealthEd @theWealthEd
WealthEd  @theWealthEd
In these times of low yields and market volatility, what choices do retail investors have? Check this out... https://t.co/LlBDZMVLmh 
WealthEd  @theWealthEd
Thinking about driving for Uber or maybe renting your home on Airbnb? Make sure to think about the tax consequences https://t.co/8ErAn4dOQB 
WealthEd  @theWealthEd
Have you heard about this strategy to "turbo-charge" your retirement by making post-tax contributions to your 401(k)? http://www.luciacap.c 
WealthEd  @theWealthEd
it’s early in the year, which means right now is a great time to try to manage your taxes efficiently https://t.co/s8RdX2iyme 
WealthEd  @theWealthEd
Which is right for you... the traditional IRA or a Roth IRA? Find out in this week's video https://t.co/42ht0ekjGF 
WealthEd  @theWealthEd
Changes to the current tax policy might be on the way. Will you be impacted by a shift in the tax brackets? #taxes https://t.co/YkWJmqfkkQ 
WealthEd  @theWealthEd
When investing, don't fall prey to the herd mentality and chase returns. Stay the course and have a strategy https://t.co/6lLSoDshsK 
WealthEd  @theWealthEd
Here's what the DOL's fiduciary ruling will mean for you https://t.co/9pEYVeQt9B 
WealthEd  @theWealthEd
We're seeing record highs in the market but doesn't mean you should abandon your investment strategy. Here's why https://t.co/PFp5mhDqR5 
WealthEd  @theWealthEd
Getting ready for the end of the year? Here's a handy #taxplanning tip from our own @rayluciajr https://t.co/fYbGJA9owI 

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