Speak to a licensed sales agent! 1-855-564-8078


1 Posts Back Home

9 Questions to Ask Your Financial Advisor to Start the Year Off Right

The new year is a perfect time to review your finances. From your investments to your loans, it is important to check in, make sure everything is as you expect. January is a perfect time give your finances a good audit. While you are at it, the start of the year is a great time to check in with your financial advisor, if you have one. Schedule a quick call to get an update on your investments. Ask about your outlook for the next year and get answers to any questions about your investments. While you’re at it, you can ask your advisor these nine questions to ensure your money is on track to meet your financial goals. Are You a Fiduciary? A fiduciary is a financial advisor that is required to put your best interests ahead of their own. If you have a financial advisor, it should always be…