, you need to ask questions to know if an advisor is competent, if they are right for you, and to clarify their approach to managing your financial future. in my experience, some clients are better at asking such important questions than others, but i always encourage everyone to ask them...
While every marriage is bound to have some financial conflict now and then, starting a partnership off with these money questions to ask before marriage could help you get off on the right foot. Learning how to talk about money before you get married can also help align your financial hopes ...
While most people can document their financial goals and research different types of advisors, very few investors know EXACTLY what questions to ask. To do my part to help, here are the top 7 questions I suggest asking a financial advisor.👇 1. Are You a Fiduciary (100% Of the Time)?
We are going to take you through 11 financial questions that you must ask before getting married. Ask these questions, have this conversation if you are engaged. And definitely before you get married. And I will tell you why. Arguing about money early on in your relationship may be thenumbe...
However, achieving success is not only up to your financial advisor, but it is also a team effort. That’s why you have to ask advice questions from the beginning. Here are a few questions to ask your financial consultant. 1. How much should I pay you?
From life expectancy to health care costs, here are the retirement questions you should be asking your financial professional.
Here are four questions to ask yourself to figure out if working with a financial professional makes sense for you. 1. What am I hoping to gain from working with a financial expert? First, you should ask yourself what you hope to gain or improve upon by working with an expert, says ...
Before transitioning to full-time caregiving, ask yourself these seven financial questions. Advertisement 1. Are my personal finances strong enough? It’s imperative to examine your personal finances to see if they can support you while you care for a loved one. Above all, be honest about your...
Financial advice involves a lot more than managing investments, and advisors have to be far more than personal bean counters. When meeting with new clients or those interested in your services, it's crucial for financial advisors to ask the right questions so they better understand not just thei...
Questions to Ask a Financial Advisor Investors looking for the right advisor should ask anumber of questions, including: Do you have experience working with a client like me?A financial advisor that works with you will likely not be the same as a financial advisor who works with another. You...