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.
The old days, where people needed brokers to access investment offerings, are pretty much gone https://t.co/wHMTkbs9O5
How do you plan for the unexpected? Watch the the top 3 unexpected expenses in retirement https://t.co/qmmNmVRanM
Inheriting an IRA? Check out this week's video for 4 helpful facts that you should be aware of https://t.co/mOV1d9arXb
Bond holder? A change in interest rates means that the value of those bonds you’re holding could change. Link: https://t.co/ohA1jcZRRh
Estate planning is one of the most important things you can do to make sure that your legacy is preserved https://t.co/yMtuzAKeSq
"One question we get a lot at this time of year is “How can I reduce my tax bill?” Here are some suggestions https://t.co/8MKZHbE6kU\"
Be on the look out for cost when making your investment decisions, it could eat into your overall rate of return https://t.co/YCwbjh9NZt
In these times of low yields and market volatility, what choices do retail investors have? Check this out... https://t.co/LlBDZMVLmh
Thinking about driving for Uber or maybe renting your home on Airbnb? Make sure to think about the tax consequences https://t.co/8ErAn4dOQB