Investing

 

Five questions to ask a potential financial advisor/planner in an interview

 

1. How long have you been a financial advisor/planner?

2. What investment firms do you use?

3. What services do you perform?

4. Do you have different strategies for customer's financial goals and risk?

5. How often will you look at my portfolio and make adjustments?

 

We also watched IOUSA in class to understand the United States Spending (Video below)

 

We also used this link to help calculate how much we would need to live comfortably in retirement. Please click the retirement calculator button.