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Apr 14 2019

Do You Need a Financial Planner, how to find a financial planner.

#How #to #find #a #financial #planner


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Do You Need a Financial Planner? – Quiz

How to find a financial planner

Quiz | Do You Need a Financial Planner? – Quiz

Question 1 of 10

You need help tracking your monthly finances. Should you consult a financial planner?

Quiz | Do You Need a Financial Planner? – Quiz

Question 1 of 10

You need help tracking your monthly finances. Should you consult a financial planner?

Quiz | Do You Need a Financial Planner? – Quiz

Question 2 of 10

You’re 54 and your goal is to have $1.2 million in your portfolio by the time you retire at age 62. So far you have $450,000 socked away. Should you consult a financial planner?

Quiz | Do You Need a Financial Planner? – Quiz

Question 2 of 10

You’re 54 and your goal is to have $1.2 million in your portfolio by the time you retire at age 62. So far you have $450,000 socked away. Should you consult a financial planner?

A planner may not be able to help you achieve a 13% annualized return, which is what it would take to reach your objective without any additional savings. That’s awfully ambitious. But good, ethical planners will help you to set realistic expectations (they can’t guarantee results). You�. Read more

Quiz | Do You Need a Financial Planner? – Quiz

Question 3 of 10

Your financial adviser is your Dad’s longtime favorite. But you want your own investment strategy. Should you consult another planner?

Quiz | Do You Need a Financial Planner? – Quiz

Question 3 of 10

Your financial adviser is your Dad’s longtime favorite. But you want your own investment strategy. Should you consult another planner?

Perhaps all you need is a sit down with your father’s favorite to assert your individual wishes and customize your portfolio. But if you are looking for a fresh perspective, you may find a consultation with a new adviser worthwhile, even at a cost of $500 to $1,000. You can then decide whic. Read more

Quiz | Do You Need a Financial Planner? – Quiz

Question 4 of 10

You don’t contribute regularly to your 401(k) at work. You hear that stocks are the best investment for the long term, but the market looks risky to you. Should you consult a financial planner?

Quiz | Do You Need a Financial Planner? – Quiz

Question 4 of 10

You don’t contribute regularly to your 401(k) at work. You hear that stocks are the best investment for the long term, but the market looks risky to you. Should you consult a financial planner?

At least not as a first step. Save the $1,000 you might have spent on a planner to hear advice you probably know already: Leaving your money on the sidelines is the surest way to lose in the long run. Arrange for a fixed sum to go into your retirement plan every month. Your HR department can . Read more

Quiz | Do You Need a Financial Planner? – Quiz

Question 5 of 10

You have multiple retirement accounts invested in dozens of different funds. Your spouse has another set of accounts. You both contribute regularly. But you lost a considerable amount during the 2007-09 bear market. Should you consult a financial planner?

Quiz | Do You Need a Financial Planner? – Quiz

Question 5 of 10

You have multiple retirement accounts invested in dozens of different funds. Your spouse has another set of accounts. You both contribute regularly. But you lost a considerable amount during the 2007-09 bear market. Should you consult a financial planner?

A good planner can improve a haphazard portfolio by analyzing its risks and returns, its redundancies and unnecessary investments, and the fees and taxes you’re paying. You can pay for ongoing service, or you might get a one-time-only “X-ray,” or portfolio analysis, for a few hundred do. Read more

Quiz | Do You Need a Financial Planner? – Quiz

Question 6 of 10

You have a lump sum to invest, and you’re thinking about buying an annuity. Should you consult a financial planner?

Quiz | Do You Need a Financial Planner? – Quiz

Question 6 of 10

You have a lump sum to invest, and you’re thinking about buying an annuity. Should you consult a financial planner?

Quiz | Do You Need a Financial Planner? – Quiz

Question 7 of 10

You have a crazy dream. Maybe you want to retire early and volunteer to do good work abroad. Or go into business for yourself. The numbers don’t seem to add up, but you’re determined to find a way. Should you consult a financial planner?

Quiz | Do You Need a Financial Planner? – Quiz

Question 7 of 10

You have a crazy dream. Maybe you want to retire early and volunteer to do good work abroad. Or go into business for yourself. The numbers don’t seem to add up, but you’re determined to find a way. Should you consult a financial planner?

Just be sure to seek someone who specializes in “holistic” financial planning or “life planning.” You don’t want someone who only knows bonds and tax planning but nothing about what you want to do. A member of the Kinder Institute of Life Planning or the Alliance of Cambridge Adviso. Read more

Quiz | Do You Need a Financial Planner? – Quiz

Question 8 of 10

You’ve lost faith in the U.S. financial system, and you want to move your money into land and real estate or other more concrete assets. Should you consult a financial planner?

Quiz | Do You Need a Financial Planner? – Quiz

Question 8 of 10

You’ve lost faith in the U.S. financial system, and you want to move your money into land and real estate or other more concrete assets. Should you consult a financial planner?

Planners are not economists, and they rarely endorse unbalanced investment strategies. Be honest with yourself: If you want to move most of your assets into real estate or other hard assets, you’ll probably need more advice than any financial planner can provide. Just remember, you can los. Read more

Quiz | Do You Need a Financial Planner? – Quiz

Question 9 of 10

You and your spouse are doing well and want to help support friends or family members with contributions to their college savings or health-care expenses — but you don’t want to be so helpful that they come to think of you as a bank. Should you consult a financial planner?

Quiz | Do You Need a Financial Planner? – Quiz

Question 9 of 10

You and your spouse are doing well and want to help support friends or family members with contributions to their college savings or health-care expenses — but you don’t want to be so helpful that they come to think of you as a bank. Should you consult a financial planner?

Planners will tell you that many of the situations they deal with result from family problems, whether it’s divorce, failure of a family-owned business, jealous relatives or a bunch of other things. To set up appropriate trusts or investment accounts and keep the peace, you need guidance –. Read more

Quiz | Do You Need a Financial Planner? – Quiz

Question 10 of 10

You’re in your twenties, just getting started in life, and have no more than $500 each month to invest. You’re afraid of making rookie mistakes. Should you consult a financial planner?

Quiz | Do You Need a Financial Planner? – Quiz

Question 10 of 10

You’re in your twenties, just getting started in life, and have no more than $500 each month to invest. You’re afraid of making rookie mistakes. Should you consult a financial planner?

Learn some lessons — about you, about investing — on your own first. You can find free guidance from your employer, your 401(k) plan sponsor, perhaps a local investors’ organization, or trusted media source such as Kiplinger’s Personal Finance magazine and Kiplinger.com. Still feeling u. Read more

Quiz | Do You Need a Financial Planner? – Quiz

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