Things Your Financial Advisor Should Be Doing For You

07/01/2021 10 min Episodio 92
Things Your Financial Advisor Should Be Doing For You

Listen "Things Your Financial Advisor Should Be Doing For You"

Episode Synopsis

Does your financial advisor look at your tax returns? What about the fees in your investments? We’ll explain how your advisor should be helping you.
 
and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-22-things-your-financial-advisor-should-be-doing-for-you 
 
What we discuss on this episode:
0:57 – Reviewing tax returns
2:49 – Evaluating fees and costs in investments
4:00 – Discussing and planning retirement income
6:02 – Clarify target and goal for invested dollars
7:32 – Reviewing family goals and legacy plans