Important Questions to Ask Your Financial Planner
Trusting someone to manage your life savings is a giant leap of faith. Before you work with someone who won’t make your financial success a priority, you must find out everything you can about their experience, qualifications, fees, and more. It’s also vital to know your own goals. Are you looking for a specialized tax professional, wealth management, retirement planning expertise, or investment and stock market wizardry? Do you want [...]