Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "Free consult with financial planner"
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous]I have never met with a financial planner either, but I would say you should go in with a list of your assets, and you should also take some time to think about your financial and life goals (write these down, too). Are you sending your kids to private school, do you want to retire at 59.5 and travel, are you expecting an inheritance in the forseeable future? Thinking of buying real estate? Are there any changes you could make that would benefit your tax situation? Write down all your thoughts and questions so you can refer to them during the meeting. 30 minutes doesn't sound like a huge amount of time, but if you get even a couple tips out of it, it should be worth it.[/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics
