Kiplinger

A Scorecard for Your Financial Adviser

Sometimes it can be difficult to fully grasp the value of a financial adviser. Do they mostly manage my money? Are they doing a good job for me? How would I even know? These are important questions that can often be difficult to answer.

There are many resources available that can help provide guidance when choosing a financial adviser. Perhaps the more challenging task arrives after you have selected one.

Nowadays, with

Stai leggendo un'anteprima, registrati per continuare a leggere.

Interessi correlati

Altro da Kiplinger

Kiplinger3 min lettiFinance & Money Management
Taking a 401(k) Loan to Fill Income Gaps? Tips Before You Dip!
One of my first positions was in a 401(k) call center, where one of the most common questions people asked was about taking a plan loan to pay off their credit card debt. When I went to my manager for guidance, I was told in no uncertain terms that w
Kiplinger7 min lettiFinance & Money Management
Tap Home Equity for Extra Income
Housing wealth, better known as home equity, increased to $7.8 trillion for homeowners 62 and older in the third quarter of 2020, according to a report from the National Reverse Mortgage Lenders Association. That’s good news for retirees who are conc
Kiplinger3 min lettiPolitics
Social Security Recipients to Get Delayed Third Stimulus Checks After SSA Sends Data to IRS
Nearly 30 million people who receive Social Security or Supplemental Security Income (SSI) benefits have been waiting to get a third stimulus check because the Social Security Administration failed to send critical information to the IRS. Fortunately