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 To Know About Elderly Scams
Teaching Lessons To Children About Money
Protecting Your Portfolio Against Inflation
What's Your Risk Tolerance?
Breaking Down Social Security
Medicare With Special Guest Deb Cmar
Planning For Future Healthcare Costs
Tax Risk
Longevity Risk
Withdrawal Rate Risk
Sequential Risk & Your Retirement Money
Long Term Investing Is Essential For A Successful Retirement Plan
Creating A Retirement Plan
Should Inflation Be On Our Radar?
Why You Should Never Emotionally Invest
Understanding The Differences Between Roth and Traditional IRAs
Fundamentals Of Investing
Why Diversification Is Important In Volatile Times
Market Volatility
Life Insurance
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