If I get one question more than any other, it's this one. Whether someone is interviewing a financial advisor or simply trying to figure out what's important to know in their own financial journey, many people simply don't know what's most important to keep an eye on. As I work with those age 50 and over, I would like to help frame your mind on what Certified Financial Planners™ concentrate on with their clients, each and every year.
While there are no set questions or specific needs that are applicable to everyone, there are issues, concerns and curiosities that do apply to virtually everyone's financial well-being. We will cover the main categories that you should be asking questions on, to ensure you put yourself in the best position to achieve a lifetime of financial well-being.
There are obviously lots of great questions in many areas that could be phrased more personally, but a good rule of thumb if you haven't noticed already, is that they should all be based on you and not what anyone else did or plans to do. Make it about you!
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Roy Larsen is a Certified Financial Planner™ practitioner and Fee Only Wealth Manager who resides outside of Atlanta, Georgia.
Roy's Financial Blog contains articles on the multiple and complex issues of living successfully in Retirement. There are additional resources on our educational website, www.successfulretirementinstitute.com.