Consider working
with a financial advisor who understands when you are likely to make a «mistake» so you can hopefully stay on the path to above - average results!
She has significant experience in international markets in the wealth management and investment management businesses and has spent a substantial amount of time working
directly with financial advisors.
The good news is that it's no longer a requirement for this generation to meet
with a financial advisor face - to - face to figure out how to invest their money strategically.
The
problem with financial advisors and insurance agents is that they are often more interested in earning the largest commission possible, rather than providing the best advice for each client.
Depending on your situation, an existing life insurance policy with sufficient value to cover your debts should always be
reviewed with your financial advisor before deciding on purchasing more insurance.
Taken together this will give you an idea of the funds available to you and then you can
sit with your financial advisor to figure out the best plan to manage these funds.
It is however advisable to have a
word with a financial advisor before tapping into the policy's accumulated cash value to check the extent to which it will affect the death benefit.
Working
with a financial advisor doesn't normally carry that dynamic; there's a sense of trust, that the advice you're given is meant for your financial gain, not theirs.
Millennials are an impatient bunch and the idea of getting on the
phone with a financial advisor or waiting in line at a bank branch to speak to someone isn't appealing.
One - third of retirees without a financial advisor say health care costs keep them from living the retirement they expected — compared to just 13 % of
retirees with a financial advisor.
Phrases with «with a financial advisor»