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6 Questions to ask a financial professional
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Working with a financial professional can help you make more informed financial life decisions, whether you decide to work with a financial advisor or life insurance agent, or someone else. But choosing the right professional to work with can be a bit of a challenge, especially in an industry that has long relied on word-of-mouth recommendations. There are a number of reasons to choose a professional to help you with your finances. Maybe you have a new job with better pay and benefits and want to make the most of your newfound prosperity. Or possibly your life has changed because you got married, had a family, or got divorced, and you want to make sure your financial strategy takes those changes into account. Maybe you’re not sure whether you have the right mix of investments to achieve your return goals. Which type of financial professional you need will depend on your situation – you wouldn’t go to a financial professional to help file your taxes, just like you wouldn’t go to a denti...
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