Questions Not Usually Addressed in Financial Plans

We often hear about frequently asked questions, but what are some questions that are not usually addressed in financial plans? We’ll explain what they are and why you need to know the answers.

 

Read more and get additional financial resources here: https://wp.me/paeENs-b0 

 

What we discuss on this episode: 

1:22 – Money falling through the cracks

2:56 – Tax returns

3:44 – Estate plans

6:00 – Lack of communication

10:36 – Making factual, logical decisions

14:00 – Questions you need to ask

14:36 – Tax-loss harvesting strategies

20:24 – Financial advisors can be your quarterback

23:50 – Virtual educational events