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
What Should We Do To Be Proactive About Inflation?
Retiring Today
Is Life Insurance Right For You?
Why You Want To Avoid Sequence Risk
Great Resignation Considerations
Is Inflation Here To Stay?
Retirement During The Great Resignation
ESG Investing
The Great Resignation
What You Should Know About The SECURE Act
Life Insurance Strategies
Understanding How Social Security Fits Into Your Retirement
Planning For Taxes In Retirement
Roth Vs Traditional
Why You Should Avoid Financial Procrastination
The Truth About Annuities
Traditional Vs Roth
Life Insurance
Paying Off Debt Vs Saving Money
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