Sentences with phrase «help of a financial adviser»

When deciding on moving forward financially, always seek the help of a financial adviser.

The end result of fairy - tale expectations, whether you invest for yourself or with the help of a financial adviser, will be a huge shortfall in wealth late in life, and more years working rather than putting your feet up in retirement.

If you decide that you want the help of a financial adviser, sit down for an interview with him or her first, both to gauge how much experience he or she has with retirement issues and to assess your own comfort level with the person.

A 2015 survey showed that 1 in 5 people sign up for credit cards through the help of a financial adviser.

My wife and I have accumulated more than $ 1 million in our retirement accounts without the help of a financial adviser.

The end result of fairy - tale expectations, whether you invest for yourself or with the help of a financial adviser, will be a huge shortfall in wealth late in life, and more years working rather than putting your feet up in retirement.

The report shows that a single person with a $ 5,500 annual limit could accumulate over a lifetime (52 years of contributions from age 18 to age 70) $ 690,000 at an annual rate of return of 3 %, but that figure rises dramatically if you can generate better returns (likely with the help of a financial adviser).

Bortolotti thinks most people need the help of a financial adviser, particularly in the stages that precedes product selection: setting a realistic, specific and attainable goal, and determining your ability, willingness and ability to take risks.

You can open up a Roth IRA with the help of a financial adviser, or if you're comfortable doing so, you can open one up online by yourself.

Instead, here's what I suggest: after determining your target asset allocation (alone or with the help of your financial adviser), invest the fixed - income component of your portfolio in a cheap bond ETF.

Also, consider your goals with the help of a financial adviser, rather than just throwing money into the savings vehicle.

Want to embrace online investing either on your own or with the help of a financial adviser, but not sure where to start?

William Bernstein's The Four Pillars of Investing gives investors the tools they need to construct top - returning portfolios — without the help of a financial adviser.