• Are You Getting Real Value From Your Financial Advisor?”• “Understand Your Finances — Ask These Questions First”

📘 Are You Working With the Right Financial Advisor?

Choosing the right advisor is one of the most important financial decisions you'll ever make. It affects your money, your life goals, your taxes, and your legacy. Yet many people don’t ask the questions that really matter.

Here are 7 critical questions to help you evaluate whether your advisor truly understands you and supports your long-term goals:

1. Do they understand YOU?

   
   

   Your values, your goals, your fears, your vision for the future — your advisor should start there.

2. Is your whole financial picture considered?

   
   

   Investments matter, but what about taxes, insurance, estate planning, and emergencies?

3. Are you using tax-smart strategies?

   
   

   Tax-loss harvesting, capital gains deferral, and other techniques can help you keep more of what you earn — year after year.

4. Do you understand your investment risk?

   
   

   Market conditions shift. Does your advisor explain what might happen in the worst-case scenario?

5. Are you getting value for what you pay?

   
   

   From bond markups to advisory fees — do you know what you’re paying and why?

6. Do you have access to the right tools and expertise?

   
   

   Advisors should open doors to global insights, expert analysis, and personalized strategies.

7. Can YOU make informed decisions?

   
   

   The best advisors empower you with tools and knowledge so you understand your money, not just delegate it.

📚 Want to become a smarter investor? Start with the right questions — and the right resources.

We’ve created a library of books to help individuals and families feel more confident and prepared, including:

• Retirement Guidebook – From Planning Your Retirement to Enjoying It

• Investing for Financial Independence (Free!)

• Budgeting for Women by Women (Free!)

• Financial Essentials for Couples

• Scams, Fraud, and Protecting Your Money (Free!)

➡️ Browse them here: https://parentsfin.wixsite.com/website/booksAlso available on Amazon.

Educate yourself so you can ask smarter questions, build a better plan, and work confidently with your advisor. 🌱

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