Top 5
Reasons to Fire Your Financial Adviser
1. They’re Vague About Fees
Financial advisers can be paid in a multitude of ways. There are fee-based advisers who...
2. They’re Largely Inaccessible
Financial advisers should be quickly accessible. Here’s what you should expect. Many...
3. They Don’t Take the Time to Discover Your Financial Needs
When I first sit down with a prospective client, I ask questions – a whole lot of...
4. They Don’t Give You Correct Statements
One day, one of my clients brought in his 403(b) statement from work. He was investing...
5. They Can’t Explain How Investments Work
Never invest in something you don’t understand. Stated even better: If you can’t explain...
 
<a href="http://www.sodahead.com/fun/are-you-filing-or-have-you-filed-your-taxes-electronically/question-4665176/" title="Are you filing or have you filed your taxes electronically?">Are you filing or have you filed your taxes electronically?</a>
Connect with Us
Social Tools Facebook Twitter Twitter Connect with Us YouTube RSS