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Questions about my Finances1. I do not understand my brokerage statement? 2. Why has my broker not called me in 9 months? 3. Should I get a second opinion on my investments? 4. How do I manage my finances? 5. Do I have enough insurance and what kind should I inquire about? 6. Is an annuity a safe investment? 7. Are my investments still inline with my risk tolerance? 8. I have only a few years to retire, what should I do? 9. What is affecting my CD's rates at the bank? 10. Why am I getting a 1099 for my mutual fund but I was -10% last year? 11. Are my mortgage rates reasonable? 12. Should I use my equity in my home? 13. Will interest rates affect my earning power? 14. Should I begin to defer more of my income? 15. Will I be able to retire in five years? 16. Should I increase my charitable giving and how can I use Life Insurance to leave money to the place I worship? 17. Do I really need a financial planner to keep me on my financial track?
Disclaimer: (Consultations may not be free through certain brokers. Ask when you make an appointment.)
Please consult a financial professional when you have any of the above questions or anything else you may think of. Also consult your tax advisor concerning tax strategies and tax information outside the scope of your financial advisor's expertise. Financial Articles
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