Once I read Ed Mahaffy’s book titled “How To Select A Financial Advisor: The Least You Should Know”, interviewed him, reviewed his video library, I knew we had the right person for this special financial planning series. On Fridays, TaxConnections presents questions often asked of a Financial Planner.
Dear Ask Ed: Special Financial Questions For Women
Question: Are you participating in the financial planning process?
Answer: You need a financial plan. If you are married, become an active participant in all aspects of the family finances. Be aware of how to access all accounts and other assets in the event of divorce or death of a spouse.
Question: Do you understand your situation, how it relates to your goals and what consistent steps on your part, such as saving and investing an adequate amount each month, are required to maximize the probability of reaching your goals?
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