Five Wishes For Your Family As You Are Aging Five Wishes For Your Family As You Are Aging Kari Provizer, LMSW, ACSW, Temple Israel, West Bloomfield, MI Thursday, February 6, 2025 0 Kari Provizer, LMSW, ACSW, discusses 'Five Wishes' for those who are aging, or nearing the end of life. Read more
The Benefits of an Independent Living Community The Benefits of an Independent Living Community Leslee Poegel of All Seasons Living, West Bloomfield, Michigan Thursday, February 6, 2025 0 Leslee Poegel, Director of Sales and Marketing at All Seasons Living in West Bloomfield discusses the benefits and perks for seniors downsizing and moving to an all-inclusive community. Read more
The Inevitability of Aging The Inevitability of Aging Rabbi Jennifer Kaluzny, Temple Israel, West Bloomfield, MI Friday, January 17, 2025 0 Rabbi Jennifer Kaluzny discusses of the inevitability of aging and the sandwich generation Read more
The Often-Avoided Topic of Death The Often-Avoided Topic of Death Rusty Rosman navigates the complexities of end-of-life planning Friday, January 17, 2025 0 Rusty Rosman discusses her book, Two Envelopes, What You Want Your Loved Ones to Know When You Die. She explains the impetus of writing this book as the importance of avoiding chaos and angst on... Read more
Laurie Blume / Wednesday, March 11, 2020 / Categories: Financial, Advance Planning Choosing A Financial Advisor Tips and Advice What are seven key issues to consider when choosing a financial advisor? Do not hire the first financial advisor you meet. Interview at least a few advisors before picking the best one for you. Choose an advisor whose specialty will meet your needs. For those of us who are gracefully greying it is important to find someone who specializes in retirement planning. Pick an advisor whose strategy is compatible with your needs. How conservative should you be? Do you want to go into stocks, bonds, index funds, a blend? These are all important issues to discuss with a prospective advisor. Always check references. Ask about credentials. What tests has the financial advisor passed. What are his or her certifications? Be careful of branding. Just because an advisor is with a major investment house, does not necessarily mean that he or she will meet your needs. Understand how the advisor is paid. Is it a flat rate, a percentage of your assets under management? Will it be based upon commissions by mutual funds? This can be a serious conflict of interest. Be wary of churning an account to generate fees. These are just some basic points. They are important especially when it is dealing with your future and financial health. How to Choose a Financial Planner is an interesting article published by the WSJ that is worth the read. Print 26088 Tags: Financial Financial Planning More links How to Choose a Financial Advisor - NerdWallet How to Choose a Financial Planner - The Wall Street Journal How to Choose a Financial Advisor - U.S. News How to Choose a Financial Planner - AARP How to Choose a Financial Adviser - Kiplinger Related articles Key Financial Tips - Don’t Panic! A Tale of Two Losses: Your Memory & Your Money Can't Pay Your Taxes? The Perils of Caregiving: Protecting Finances Daily Money Management The Cost of Long-Term Care Reverse Mortgages for Seniors Saving for the 3 Stages of Retirement Seniors and Reverse Mortgages Don't Panic!