In this article, I’m going to talk about why I think choosing a financial advisor is equally dependent on a multitude of factors, rather than just one.
Most of us know this, but for some pretty good reasons, we don’t really want to think about it. To start, someone has to die for life insurance to be of use.
Yes, that’s right–I said it: sometimes, the IRS is fair in financial planning. One case this is true is in how IRA required minimum distributions are treated.
The people that we can best help are looking for a team they can get to know, like, and trust. They want and need to feel their team is competent and unquestionably looking out for their best interest.
One of the most important questions that we help people answer is, “When should I start my Social Security benefits?” Social Security has been around a long time, and most of us are familiar with the program.