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7 Mistakes People Make When Hiring a Financial Advisor

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smartbrief.com

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astepahead@smartbrief.com

Sent On

Fri, Jul 19, 2024 12:12 PM

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Working with a financial advisor can be a crucial part of any healthy retirement plan. Created for {

Working with a financial advisor can be a crucial part of any healthy retirement plan. Created for {EMAIL} | [Web Version]( This is a paid advertisement. SPONSORED CONTENT FROM SMARTASSET [7 Mistakes People Make When Hiring a Financial Advisor]( Working with a financial advisor can be a crucial part of any healthy retirement plan. But choosing the wrong one could wreak havoc. Avoid these 7 mistakes when hiring an advisor, so you can work to potentially save years of stress. [See the list]( --------------------------------------------------------------- SPONSORED CONTENT FROM WHITTIER TRUST [Should You Consider a Neveda Trust for Tax Benefits]( Choose Nevada for trust administration to take advantage of no state income tax and strong asset protection laws. An irrevocable trust offers significant benefits, including shielding your assets from creditors and reducing estate taxes. [LEARN MORE]( --------------------------------------------------------------- SPONSORED CONTENT FROM CRE INCOME FUND [How To Grow Your Portfolio with 1031 Exchanges]( Investors and their heirs can benefit from this tax-friendly strategy. When investors sell the property for a profit, they can be hit with a hefty capital gains tax— unless they take advantage of a 1031 Exchange. [READ MORE]( --------------------------------------------------------------- SPONSORED CONTENT FROM BETTERMENT [Start investing in minutes]( With automated tools like portfolio rebalancing and dividend reinvestment, Betterment helps make investing easy for you, and a total grind for your money. [LEARN MORE]( About this email: Future will occasionally send emails from our business partners promoting products and services likely to be of interest to our readers. [Unsubscribe]( | [Privacy Policy]( [Future]( © Future Publishing Limited. Reg No. 2008885 England. Quay House, The Ambury, Bath BA1 1UA.

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