Real Advice from Wealth Managers

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Next time you’re talking to your financial advisor— might as well take away a lesson or two you can use forever. Too busy to be bothered hearing about complicated investment strategies? Well, imagine you hired a celebrity chef to come to your house to prepare a special dinner party. Wouldn’t you want to host your party right there in the kitchen? That way you and your guests could see every secret ingredient and trick your chef would be willing to share. Do the exact same with your investment advisor. Bother him or her with your silly questions.

Here are three life-changing insights you can put to use right now just by asking the questions:

  1. What are the biggest adjustments I can make today that will completely change my tomorrow?
  2. What is diversification, and why is it the most important stock market term I may ever need to know?
  3. Can I really get there? Don’t tell me what I want to hear. Walk me through how my current plans are realistically going to work to get to my goal. If it’s not enough, tell me exactly what I can do now?

It’s just free advice– and you’re already paying for it.

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