Hope we can keep you company as you race around the last days before Christmas! Remember, there's still time to do some last minute year-end planning, so check out the show!
Mitch from MN and Mary from NC are finding that the much-lauded asset under management (AUM) model of advisory fees is not the best fit in every situation. If you are in the market for an advisor, here are some resources:
- 10 Questions to Ask Financial Advisors
- Financial Planning Association Planner Search
- NAPFA Planner serach
Francis from Boston asked about structured settlements, which led to the old saying that "If it's too good to be true..."
Ed and Ron weighed in with Social Security questions; Howard and Glen asked about estate planning; and Robert and Roy had retirement issues.
If you need year-end tips, check out these two posts:
Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:
- Call 855-411-JILL and we'll schedule time to get you on the show LIVE
- Send an email: firstname.lastname@example.org
- Tweet me: @jillonmoney