One of the perennial questions that we field (this week from June and Jane) is how to select a financial advisor. The answer depends on each person's specific situation, but when in doubt, check out "How to Choose a Financial Advisor: 10 Questions to Ask".
Mike and Robert want to know whether they are ready for retirement, while David and Myrna are seeking allocation advice. As a reminder, it's tough to provide allocations without knowing a lot about your personal circumstances, so if you are going to send us an e-mail, provide plenty of details.
Sheena is looking for alternative retirement vehicles to her Roth IRA; Pat and Beverly asked about Social Security; and Ruth is concerned about the five-year look back associated with gifting.
We did a quick review of how to repair credit scores for Sharon and provided Tameka with steps to help prioritize her financial life.
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