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8 Questions to Ask a Financial Advisor

Finding a financial advisor is a lot like shopping for clothes online. There are plenty of websites to order from, but you may not know the exact fit until after you make the purchase. Consider asking these questions when you start your search for your own financial advisor.

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Ben Smith
How to Prepare for an Inheritance

American retirees expect to leave an average inheritance of nearly $177,000 to their heirs. As tempting as it may be to pay cash for that cherry red Ferrari you had a poster of during your teenage years, it’s important to be strategic with a significant windfall. Consider the following steps when you learn of an upcoming inheritance to ensure that every dollar will benefit your and your family’s future.

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Ben Smith
The Power of Tax Loss Harvesting

Nobody likes seeing any of their investments drop in value. Likewise, not many are excited at the prospect of paying a lot of taxes, especially if avoidable. Losses in a portfolio can be used to offset gains (and even income) through tax loss harvesting. As they say, if life gives you lemons, make lemonade!

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Ben SmithTaxes, Investing
Saving for Retirement

Investing can be complex, just like properly training for a half marathon. And make no mistake, investing, especially for retirement, IS a marathon. Like with any long-term endeavor, proper preparation can make all the difference. Consider these strategies as you assess your own retirement savings.

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Ben Smith