Importance of Sleep Importance of Sleep Older Adults and Longevity Thursday, March 12, 2020 0 Sleep issues tend to mount as we get older. According to a National Sleep Foundation's comprehensive study, we have a harder time falling asleep, have more trouble staying asleep and have lighter... Read more
Thinking About Downsizing? Thinking About Downsizing? It Might Be Time To Move Thursday, March 12, 2020 0 Adapted from a recent publication, Michael Longsdon discusses some reasons, tips, and practicalities regarding downsizing and simplifying your life. Read more
CapTel Captioned Phones CapTel Captioned Phones Hearing and Seeing Thursday, March 12, 2020 0 CapTel phones and CTS (Captioned Telephone Service) allows those who are deaf, hard of hearing, or 'late-deafened' to not only listen to the caller's voice, but read everything that is being said... Read more
Healthy Diet, Healthy You Healthy Diet, Healthy You Making Smart Choices Wednesday, March 11, 2020 0 Our diet and lifestyle can have a tremendous impact on how we are gracefully greying. As we age, our metabolism slows down, and our bellies get bigger. Weight control is difficult to maintain,... 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 20858 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!