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.

Don’t hit the panic button (Can the Coronavirus derail my retirement?)

Paul Durso Finance 101, Income Planning, Investing, Investing & Planning, Life Events, Retirement, Retirement Planning, Retirement Plans

While I do believe our economy will be affected by this global scare, I do not believe it will be nearly as dramatic as it has been up to this point. Most market indicators are positive.