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Starting the year off with a financial planning review with your financial advisor is a good idea to make sure everything is up to date. Many changes can occur during the course of a year such as your investment mix, long-term goals and personal situation that warrant a review meeting.
In a review meeting with your advisor make sure to cover these topics:
Have there been any changes in your financial picture? Did you get married or divorced? Did you start a family or do you have children who will be entering college? Have you changed jobs or retired? You and…
It is important to regularly meet with your financial advisor. Many changes can occur over the course of the year such as your investment mix, long term goals, and personal situation that warrant a review meeting. Here are three key topics to discuss:
Are there any changes in your financial picture? Did you get married or divorced? Did you start a family or do you have children who will be entering college? Have you changed jobs or retired? You and your financial advisor will want to discuss these changes to determine how it relates to your risk…
