Questions You Should Be Asked

Questions You Should Be Asked

May 30, 2024

Does your advisor ever ask to look at your tax return? Does your advisor ask you about your potential for longevity, your health and your retirement goals? And, does your advisor explain things like sequence of returns and how that could impact your retirement future? If not… why not?

Here Are Just a Handful of the Things That We'll Discuss:

  • Can I see your tax returns?
  • What is your life expectancy - best guess?
  • Has your advisor included inflation in your retirement plan?


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