You’ve probably heard this generalized advice: Don’t pay a financial planner to manage your money because the 1% you pay in fees depletes your overall wealth by hundreds of thousands
You saved for college in a 529 plan. Your kid got into a college or university. You did all the right things. Hooray! Now what? When it comes to saving
Health issues and chronic diseases can significantly impact your financial planning. As a financial advisor, I often encounter clients grappling with these challenges, particularly in the later stages of life.
Hiring a financial advisor sounds easy until you see a dozen websites and have zero idea who’s legit and who’s just a good salesperson.
This free guide walks you through 5 smart, real-world questions to ask any advisor before you commit. It’s short, direct, and could save you from years of regret.
If you’re serious about getting financial clarity, this is where to start.
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