At what point does one need professional financial advice? Is it when your assets have grown to a certain point, or is it only when you have special concerns like estate planning or passing on a business?
Switching financial advisors should be more than a mechanical transfer – ideally, it’s a chance to reassess your goals and strategies with a new advisor and a fresh perspective
Once you have chosen a financial adviser, here are some signs that confirm you’ve made a good choice – or conversely, that it’s time to find a new adviser.
Did you know? Not negotiating a fair salary at the beginning of your career is like leaving anywhere between $1 million and $1.5 million on the table in lost earnings over your lifetime.
A SUM180 member recently asked us about long term care insurance. “Is it worth it? Couldn’t I just start saving in an IRA or Roth IRA account myself, and eventually use that for long term care?” Here’s how I see it.
What’s at stake? NOT negotiating a fair salary at the beginning of your career is like leaving anywhere between $1 million and $1.5 million on the table in lost earnings over your lifetime. Yikes.
SUM180 member Doreen McGettigan recently asked, “What type of life insurance (term or whole life) would you suggest for a self-employed, married 58-year-old woman. Healthy except for high blood pressure, controlled with meds?”