Dollars and Sense
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Podcast
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FAQs
Here are some of the common questions we get asked:
From Individuals & Families
- Will I be able to retire?
- How much should I be saving? And what should I be saving too (Roth, 401(k), etc)?
- Am I taking the right amount of risk to achieve my goals? Are my goals defined?
- How much life insurance should I have and what kind (term, UL, hybrid)?
- Can I reduce my annual tax burden while I’m still working?
- What does an effective estate plan look like? Do I need more than a will?
- What happens to my money after I’m gone?
- How do you manage money?
- How often do you communicate with me?
- How do I track my investments and progress towards financial goals?
From Businesses
- What kind of services do you provide with regard to our company’s retirement plan?
- What are our retirement plan options? Which plan is best for our employees?
- Can you manage institutional accounts? Cash or investments?
In General
- What happens if I need to withdraw funds?
- What are your fees?
- Who do I contact if I need support?
- What other kinds of services does your firm offer besides just investments?
- Do I even need a financial advisor?