INVESTOR'S BUSINESS DAILY
By: LAWRENCE CARREL
Have you ever looked at your finances and wondered if you're doing the right things to get you to retirement or other financial goals? If the feeling persists, it's probably time to run your plan by a qualified financial advisor.
But which one? There are many financial advisors and types of advisors both near and far. To find the right one you need to insist on the right qualifications and ask the right questions.
Investor's Business Daily spoke with experts in the industry to hear what they think are the most important things a potential client should do before choosing a financial advisor:
1) Get a referral. Almost all experts recommend getting referrals from friends, family and respected professionals. Ask people at a similar level of income and assets to make sure the advisor can handle your situation.
By: Kay Bell, NerdWallet
One of the biggest decisions taxpayers face each year is how to file their returns. Last year, 86%, nearly 132 million, of returns were filed with tax software. But most of those computer-prepared and e-filed returns — almost 79 million — were completed by tax professionals.
Why hire a tax pro to do your taxes online when you can use similar software to do the job yourself? Here are four questions to help you decide.
Posted Feb 3, 2017 by Connie Loizos (@cookie)
Greenlight, a three-year-old, Atlanta, Ga.-based startup, is trying to solve a problem that any parent of an elementary or junior high school student can well understand: how to give kids money without worrying that they’ll lose it or spend it on something they shouldn’t.
It isn’t the first reloadable, prepaid card. MasterCard, Visa and American Express each offer parent-friendly debit cards, among other outfits. But Greenlight — backed with seed funding from its executive team and a startup incubator at Georgia Tech called the Advanced Technology Development Center — is hoping to take on these giants by adding every imaginable bell and whistle to its FDIC-insured offering, as well as making its pricing affordable and straightforward.
Page Maintained by: Jennifer Shulman
Jennifer is committed to helping her clients as well as other folks improve their daily financial circumstances by providing simple financial solutions.