Content Overview
- Summary
- Types Of Stockbrokers: Discount, Premium Discount, Full Service
- What To Look For Before Engaging A Stock Brokerage Firm
- What Do I Need To Tell An Investment Advisor?
- How To Keep Control If You Use A Stockbroker
- If You Are Considering Hiring An Independent Financial Advisor
- When To Consider Changing Financial Advisors
- What To Do If A Stockbroker Harms You
Investment Advisors (Stock Brokers/Financial Advisors)
What Do I Need To Tell An Investment Advisor?
Next » « Previous4/8
Any good investment advisor will ask about your financial situation and your goals. She or he may also ask about your personal life.
It is advisable to also disclose your health condition to your advisor. You likely need more safety in your investments than the average person of your age and economic situation. You may also have an unexpected need for extra cash if your expenses increase or your income decreases.
If the state of your condition means you have a shortened life expectancy, and you have an idea what that could be, let the advisor know. Keep in mind that life expectancies are only statistical and do not predict the longevity of any particular individual.
To Learn More
Related Articles
Life Expectancy
Get Your Personal Guide
Please share how this information is useful to you. 0 Comments
Post a Comment Have something to add to this topic? Contact Us.