5 Reasons You May Need a Financial Adviser

Filbrandt Reports
Volume 17, Issue 7

Report Summary

  • Professional investment expertise may reduce the missteps that can be associated with do-it-yourself planning
  • Universities typically have hundreds of investment options
  • An adviser can create a unified portfolio so you see all of your accounts in one statement
  • Advisers who work under the fiduciary standard are required to put your interests first
  • The effects of claiming Social Security before or later than age 66

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Volume 18 Issue 7

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