For many of us, interviewing and hiring someone is not a common occurrence and it can be overwhelming. Whether it’s your first time interviewing a financial planner, or exploring your options to see if there is a better fit, it can be daunting. Before you get started Jason Farris outlines 5 important questions you should ask BEFORE meeting with an advisor.
The new tax law will make a few changes for divorced couples starting January 1, 2019. Among the changes, alimony payments will not be tax-deductible to the paying ex-spouse. Jason Eliason talks about how these changes will affect future divorces.
Have you noticed all those letters behind your advisor’s name? Knowing what the designations mean can help you better understand your advisor’s education background and skill set. Charlie Kerwood goes over some of the common designations you may see.