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How to Prepare for your Retirement - A Case Study
Takeaways:
- Be sure your financial advisor is asking the right questions
-
- 1. What is your definition of help?
- 2. Do you have a financial profile in place?
- You don't know, what you don't know
- What it's important to have an advisor that is a fiduciary
- Having estate planning documents in place
- If you aren't defining what help means to you, someone will define it for you.
- This helps your advisor see your retirement benefits and limitations.
Touch base with us via our website or Facebook.
View all episodes
By DAK Financial Group, LLC | Retirement Planning, Personal Finances, Life InsTakeaways:
- Be sure your financial advisor is asking the right questions
-
- 1. What is your definition of help?
- 2. Do you have a financial profile in place?
- You don't know, what you don't know
- What it's important to have an advisor that is a fiduciary
- Having estate planning documents in place
- If you aren't defining what help means to you, someone will define it for you.
- This helps your advisor see your retirement benefits and limitations.
Touch base with us via our website or Facebook.