Selecting a financial planning advisor is a major decision. After all, you’re entrusting your hard-earned savings to them. Here are some criteria to use when looking for a financial planner.
The beneficiary of an IRA is the person who inherits the IRA if the account holder passes away. They’re the person who “benefits” from the assets in the IRA. If you have an IRA, it’s important to tell your Southborough financial planning advisor who you’d like your account’s beneficiary to be.
Even if you're savvy about financial services, you may think that enlisting the help of a financial planner is something only wealthy or middle-aged people do. But even young people living anywhere from Worcester to rural southern cities can benefit from getting their finances in order early on....