Do you know what your advisor does with your money? As Kris and I are scheduling clients for the annual financial reviews, I had a client tell me that she doesn’t really want to do a review. She said this because she only has one annuity with us. However, we really want to look at the holistic picture and keep an eye out to know that everything is working for her across the board. Does your financial advisor only manage your IRA or 401k? If so, I would urge you to find someone who looks at the whole picture, making sure that everything is working together in your best interest! Making your money work for you is only possible if you have someone looking at ALL of your money.
