As you’re reviewing your investment results from the previous year, you might be wondering if you should fire your advisor. Even great investment returns don’t mean your advisor has delivered enough value to justify keeping them on the payroll. Here are 4 questions to ask yourself to help you decide if it’s time to fire your advisor.
Financial Plans Are Useless
The traditional approach to the financial planning process is usually a tedious and miserable experience. A process that just doesn’t work! Here’s what works…
A simple way to see how much you really spend each year
You’d be surprised at how many retirees really don’t have a good idea of how much they’re spending each year. Let’s face it, keeping a budget and tracking how much you spend isn’t a whole lot of fun. Here’s a quick and easy way to find out how much you are spending.
Are you making this mistake with your investment returns?
The beginning of a new year is when everyone seems to look back at how their investments have performed. But you need to be careful at HOW you look at your investments returns, or it could cause you to make some poor decisions. A very common mistake is…