Make sure they understand your estate plan so you can avoid potential confusion, hard feelings and family squabbles
You may have heard that some mutual fund companies are reducing management fees. You might even own funds that have recently cut fees. But what are they?
Given the complexities of the investment world, working with a financial professional can help you move toward your goals such as a comfortable retirement.
Why go through the fluctuations of the financial markets, the worry over interest rate movements, the fears of today and the uncertainties of tomorrow?
Depending on your age, you may have only experienced the bull market of the past nine years, so you might not know what to expect