When you start looking for someone to help you handle your finances, you’ll often see that many financial professionals refer to themself as a “financial advisor.” Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. If you find an advisor who is able to call themselves a "fiduciary," this is a great start. They have legal obligations to uphold their clients best interest and we will explain what exactly a fiduciary is on today's show.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Roth IRA Basics
Required Minimum Distribution Changes
Should You Hire A Fiduciary To Plan Your Retirement?
Avoiding Market Timing Risk
Should You Include Life Insurance In Your Retirement Plan?
What’s A Fiduciary?
Putting Together A Smart Retirement Plan
The Danger Of Sequence Of Returns Risk
Medicare Basics With Deb Cmar
Proactive Retirement Planning
Roth IRAs
Social Security Planning
Why You Need A Retirement Plan
Market Timing Risk
Proactive Tax Planning
Staying Calm During Market Volatility
Are Annuities Right For You?
What To Ask An Advisor?
Three Retirement Account Types
4 Pre-Retirement Tips
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