11 Questions to ask when interviewing a prospective financial advisor

Kimberly Townsend Academy

Failing to perform due diligence when choosing a financial advisor can create many problems, especially as you enter retirement. A great way to begin the necessary vetting process is to put together a list of essential questions to ask your advisor candidate. Candidates must answer these fundamental questions to your satisfaction before being considered.

The SECURE Act

Paul Durso Advisors & Planners, Finance 101, Insight Investing Video, Investing, Investing & Planning, Retirement, Retirement Planning, Retirement Plans

What do you need to know about the SECURE Act that passed in December 2019? A look at the changes to RMD’s and the “stretch” provision.

Coronavirus: Don’t Hit the Panic Button

Paul Durso Insight Investing Video, Risk Management

Instead of continuing to get caught up in the fearful narrative that surrounds this novel coronavirus and has thus pummeled our markets, let’s look at the positive side of things. To do this, we need to focus our attention on company financials, hard data and key economic indicators – all of which are positive right now.