VLOGS

In this week's True Finance, Brandon discusses the value of knowing what your priorities are in retirement. From there we can create a plan that works for you and your future.

This week Mark illustrates the importance of having your affairs in order. Don't wait for something bad to happen before addressing it. We can help button up these issues beforehand so that you are prepared.

This week wraps up our Interviewing Financial Advisors Series. Ronnie puts an emphasis on finding a "financial bodyguard". Someone that is proactive in their service and reaches out to you regarding your portfolio regularly.

Mark looks back on the most common statement he has gotten from new clients, "I wish I had come in sooner." We would love to ease your nerves and have a conversation with you about your situation.

Knowledge is ownership. Ronnie explains the importance of having a financial advocate that will educate you on what they are doing with your finances.

Brice recently received an invite to a FREE retirement planning dinner. Upon further inspection, it turned out the host of this dinner was not a properly licensed financial advisor! Watch out for these "FREE" sales presentations. In this video, Brice demonstrates how you can use BrokerCheck.com to look up financial advisors and check their credibility.

The second part of this series focuses on how to choose the right financial advisor for you. Ronnie gives three criteria that you should follow when determining who you want to work with.

In today's True Finance episode, Brice explains the importance of looking over your statements. Knowing what to look for and how to read a statement can help you avoid costly financial missteps.

A special message from Mark Carter. No matter your age or if you're working or not working, we can help manage your 401k and 457. Contact our office today to schedule, 800.804.0420 or https://fsgmichigan.com/contact

You may receive a Standing Letter of Authorization for all your accounts in the mail soon. This is an annual mailing that is sent from TD Ameritrade. Kyle goes in-depth on what you should expect to see in the letter and what it means for your accounts. Please reach out to us if you have any questions on this.