It is the big question – what happens now? Do we go over the fiscal cliff? What about the estate tax situation? Interest rates? What about the economy?
Vanguard put together an interesting analysis yesterday. https://personal.vanguard.com/us/insights/article/election-11072012?link=topStories&linkLocation=Position1
Bottom line is nobody knows but it is fun to see what the experts predict.
I just read a Wall Street Journal article by Aparna Narayanan titled “Meeting With a Financial Adviser? Read This First.”
This article is a good outline of making the most of an first meeting. However, to save you time you will want to weed out those advisors who clearly do not meet your needs. To do this, you will need to clearly define what you are looking for in a planner. A short list of some services to consider are as follows:
If you go into the process with a clear idea of what you want, you will save yourself tons of time. Don’t be afraid to tell the planner what you are looking for on the front end even before scheduling an first meeting. You can accomplish this by calling or emailing them with a list of your needs. Even if they aren’t a fit, they may know of a planner that is perfect for you.
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