The Big 4 Part 2: Questions to Ask Your Advisor
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The Big 4 Part 2: Questions to Ask Your Advisor
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Can your financial advisor explain what your money needs to accomplish—and why your investments are right for you? A promise of better returns or lower fees deserves a few follow-up questions.
In Part 2 of The Big Four, the Planning Made Simple team explores four essential questions to ask your financial advisor:
• What growth rate does my retirement plan require?
• How much income must my portfolio generate?
• What is my investment strategy, and why is it right for me?
• What happens to my investments when I pass away?
The conversation covers the relationship between risk and retirement needs, why fear can keep people from asking important questions, and how to check whether your investment strategy is doing what you expected. You’ll also hear why someone who assumes retirement is out of reach may benefit from taking a closer look at their numbers.
Your homework: write down your own answers, ask your advisor the same questions, and compare. Do the answers align?
Subscribe to Planning Made Simple for more conversations about retirement income, investing, and making informed financial decisions.
www.planningmadesimple.com