Category: Choosing a Financial Advisor
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Choosing a Financial Advisor

If you are approaching the age of 65 or already an eligible beneficiary, open enrollment for 2020 Medicare health benefits starts soon. For new enrollees over 65 or turning 65 and don’t have medicare, you can sign up from October 15th to December 7th of this year. Existing enrollees will receive information including a notice of annual changes and evidence of coverage the beginning of...

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Have you ever heard of the Aesop’s Fable about The Ant and The Grasshopper?  The general gist of the story is that the ant is busy collecting food for the winter, while the grasshopper is singing, dancing and enjoying the summer.  The grasshopper has access to the food they need at that moment and doesn’t think the work the ant is doing is necessary.  The moral of the story is that...

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Clients sometimes ask how they can help their kids learn to be smart with money.  The truth is it's never too early to start teaching in this area. Money is a way to teach values that are important to you and instill those values in your children, as well as set kids up for future success. Children will fail when it comes to money-related decisions, and that is part of...

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QUESTIONS TO ASK YOUR SMARTVESTOR PRO

Now that you’ve received your list of SmartVestor Pros, what is the next step to finding a financial advisor who is right for you? Before agreeing to work with the first person you meet, ask your SmartVestor Pro these questions. Be clear that you’re seeking a long-term business relationship so you want to be sure they are the right fit for both of you. I’ve answered...

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