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.

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.