Posts Tagged“financial advice”

Planning to save: How to prepare for the year-end

As the old saying goes, there are only two things certain in life, death and… Yeah, you know the rest. While it might be impossible to avoid taxes, there are most certainly ways that you can plan and increase your after-tax returns. We’re not talking about anything that’s illegal here either, or anything that would be deemed as borderline. Any reputable accountant, with Steve Pybrum being a prime example, will provide suggestions to clients on how to use the country’s tax code properly and effectively. To give a better idea of what we mean, we’ll now go through some of…

Interview Questions to ask your Financial Planner

Generally, when one thinks of their investments and how they are managed, they focus on one factor — how well they have performed in the financial markets. Recently a survey of financial investment clients reveals that another metric also determines if someone is happy with their financial advisor – it’s their personal relationship with their advisor. This points to the importance of hiring someone you genuinely like, respect and can do business with. Be sure to interview more than one candidate, ask for referrals and recommendations. Do a background check and review their qualifications? Here are some initial interview questions…