Does Independant = Customized?
June 21, 2010 by tfroberts
Investors often are looking for more attention from their financial advisors than they receive from the larger firms. This can lead them to checking out "independant" advisors. When investigating potential advisors, make sure you get the attention you desire - but also check out how your portfolio will be assembled and managed. Portfolios that are inflexible do not fit most people's situations.
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Careful planning needed to meet retirement health care needsHealth care is expensive. With the efforts to balance government budgets, the trend of shifting more costs to the consumer is likely to continue. Whether we are retired or planning for retirement, the numbers can be daunting. |