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THE M WORD: The Money Talk every Family Needs to have about Wealth and their Financial Future by Lori Sackler

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Do you have any questions for me?

This open-ended question is helpful because it enables you to tell how well the advisor understands you and your situation. If you are in your mid-fifties and are dealing with an elderly parent and kids returning home after college unemployed, you might expect the advisor to ask whether your parent has long-term-care insurance and what financial obligations your returning children will impose on you. The advisor might also ask questions intended to gauge your personal money concerns, worries, and values and what transition points you will need to tackle first.

Obviously competence and integrity are requirements for any advisor. You must have confidence in the person you are working with. But trust is probably ...

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