>One of Lynn’s Last Columns – Really Good

>From magazine hype to financial advisers to retirement goals

Another great article, summarizing some of the most important points Lynn has made over the years. My favorite’s are:

“Too many people who portray themselves as financial experts aren’t. The threshold to get into this business is too low to cull out the knuckleheads, but you can eliminate many candidates by rejecting any adviser who isn’t a true fiduciary. Working with a fiduciary – someone who is required to put your interests first – is so important that I’d urge you to avoid any financial adviser who won’t acknowledge a fiduciary duty to you in writing.”

“I’ve had plenty of conversations with financial journalists who acknowledge that they invest their own money in low-cost index mutual funds, as do I.”

Read the whole article at the link above.

Scott Dauenhauer, CFP, MSFP, AIF
www.meridianwealth.com

Kindle

Leave a Reply