A few days ago, I was golfing with my buddy Don. We are both in our mid-fifties, empty nesters, and only a bit in denial that we’re in the second half of our lives. Our conversation turned to finances, and Don expressed regret over some financial decisions he’d made as a younger man. “I’ve been an investor my whole life. I’ve done alright, maybe better than most. But as I get older, I am painfully aware of how many investment decisions I made that were poor just because I was
*Originally posted on ruston.agentadvisors.com* Question: I have been working with a financial planner for a few years and I’m not satisfied. It isn’t so much about the investment part. That’s been OK. But I just don’t feel like he knows I am alive. Is it too much to expect to be able to find someone who will take care of me and my money? Answer: It is not too much to ask that a financial professional be a competent partner in assisting you achieve realistic financial goals.
*Originally posted on ruston.agentadvisors.com* Q: I had a really bad experience with a so-called financial professional several years ago. Since then I’ve kept my affairs pretty simple and done everything I could for myself. Because of that man I really don’t trust anyone anymore. The problem is that things are getting complicated enough where I do need some help. What’s the balance between being gullible and getting the help I need. A: The word you are searching for is trus