Voting and Absentee Ballots Voting and Absentee Ballots The application, the ballot, the primary, the election Wednesday, June 24, 2020 0 The new normal - issues arising over absentee ballots, applications, and long lines at polling locations have become commonplace in 2020 - meddling with our inalienable right to vote. Read more
genusConnect App genusConnect App with Joe Gleason, CEO of Genus, Inc. Monday, June 22, 2020 0 Joe Gleason, creator of genusConnect, discusses this comprehensive healthcare app which provides an innovative way for families, patients, and caregivers to work together through hardship and... Read more
Your Driving Skills Your Driving Skills Tips and technology for the road Wednesday, June 17, 2020 0 When you’ve been driving for decades it’s easy to feel like you know it all. Yet for years, national surveys have shown that about one in five of us would flunk a written driver’s test. This... Read more
Covid-19 and the Courts Covid-19 and the Courts with Chief Justice Bridget McCormack, Michigan Supreme Court Tuesday, June 16, 2020 0 Chief Justice Bridget McCormack, Michigan Supreme Court, addresses how the Covid-19 pandemic has changed the way the courts conduct business with Zoom technology, the pros and cons of this... 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 20883 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 Reverse Mortgages for Seniors The Cost of Long-Term Care Saving for the 3 Stages of Retirement Seniors and Reverse Mortgages Don't Panic!