Holiday and Post-Holiday Depression and Loneliness Holiday and Post-Holiday Depression and Loneliness Dr. Niru Prasad discusses symptoms and suggestions Tuesday, January 7, 2025 0 Niru Prasad, M.D. discusses holiday and post-holiday depression and isolation, especially during the winter months. Read more
Retirement Re-Imagined Retirement Re-Imagined Lynn Breuer, LMSW, Shares Her Program 'Retirement Reimagined' Tuesday, January 7, 2025 0 Lynn Breuer, LMSW shares her new work shop series 'Retirement Reimagined' Read more
Dani Walsh - Supervisor, Bloomfield Township, Michigan Dani Walsh - Supervisor, Bloomfield Township, Michigan Current and future state of the Township Wednesday, October 30, 2024 0 Supervisor Dani Walsh discusses the current and future state of the township Read more
Jocelyn Benson - Michigan Secretary of State Jocelyn Benson - Michigan Secretary of State Upcoming Election - Rules and Checks and Balances Wednesday, October 9, 2024 0 Michigan Secretary of State Jocelyn Benson explains the voting process, integrity, and how to get involved. 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!