FREE Insider Report: 6 Useful Questions to Ask Your Financial Advisor

 
 
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THE LIKABILITY FACTOR

A few months back, a family member asked me to attend a meeting with him and his wife on a visit to their financial advisor. He did not tell the advisor that I had been in the business, but just noted that I would attend. 

REFINANCING YOUR INVESTMENT ACCOUNT: THE WISEST MOVE YOU CAN MAKE -- NOW MORE THAN EVER

Refinancing is an extremely smart move. You can drastically reduce expenses by understanding and keeping an eye on the cut your advisors and portfolio managers are taking.