Saving With Silverman
Saving With Silverman
Mark Silverman
Things Your Financial Advisor Should Be Doing For You
10 minutes Posted Jan 7, 2021 at 10:00 am.
– Reviewing tax returns
– Evaluating fees and costs in investments
– Discussing and planning retirement income
– Clarify target and goal for invested dollars
– Reviewing family goals and legacy plans
0:00
10:27
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Show notes
Does your financial advisor look at your tax returns? What about the fees in your investments? We’ll explain how your advisor should be helping you.
 
Read more and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-22-things-your-financial-advisor-should-be-doing-for-you 
 
What we discuss on this episode: