Join Jane Barratt for an in-depth discussion in this video Get value from financial advisors, part of Personal Finance Tips.
- The world of financial advice is a vast…and complex one and it can be hard…to know where to start…when you decide you want some help.…For as long as there's been money,…there's been people who charge a fee…to hold it or manage it for you,…or tell you how to budget it.…If you have a complicated financial life,…with property, children, different assets,…perhaps a business, maybe some debt,…and a complicated budget,…an advisor may be just the thing you need…to bring order to your investments.…First thing, consider your goals.…What problems are you looking to solve?…Is it to save you time across a variety…of financial issues?…Is it to grow your nest egg?…Is it to help you budget and save?…Your goals will narrow down the different type…of advisors that are right for you.…
You should also keep in mind…that there's a difference between…an investment advisor and a financial planner.…An investment advisor is focused…on growing your assets,…while a financial planner is focused…on the spectrum of your financial life,…from insurance to trusts, to budgets.…
Skill Level Appropriate for all
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