The LEARNING library

Are You Looking?

Is your tax plan up-to-date since the Tax Cuts and Jobs Act was signed into law? Do you have an estate plan in place that will properly distribute your assets once you’ve passed? Do you have any gaps in your insurance coverage or a plan for long-term care? Preparing for retirement can be overwhelming, and it can be easy to overlook some important aspects of your financial plan if you’re not working with a qualified financial professional. But how do you know which financial advisor will best serve your needs?
When choosing a financial professional, there are certain qualities to look for to help you narrow down your choices and to find someone who can help you create a financial plan that will take you through retirement.
If you’re looking, we can help! Tune in today to find out how to choose the right financial advisor(s). We will review Ed Slott’s, “Top 10 questions You Should Ask!”