You do not need a financial advisor to manage a three-fund portfolio. But there are moments when professional help is valuable: complex tax situations, major life transitions, inheritance planning, So...
You do not need a financial advisor to manage a three-fund portfolio. But there are moments when professional help is valuable: complex tax situations, major life transitions, inheritance planning, Social Security optimization, and divorce. When you do seek help, use a fee-only fiduciary planner who charges a flat fee or hourly rate -- not a commission-based advisor who earns more by selling you expensive products.
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