On Friday, August 17 and Thursday, August 30, the National Association of Personal Financial Advisors and Kiplinger’s Personal Finance are presenting free one-on-one discussions with professional advisors.
To get your questions answered, either call 888-919-2345 on one of those two dates between the hours of 9:00 am and 6:00 pm or email your questions in advance to jumpstart@kiplinger.com.
Their press release was sent to me with my permission, and the event is worthy of mentioning. Free solicited advice from unbiased (or reduced-bias) professionals can’t hurt. NAPFA promoted fee-only financial advisors, a method of compensation that reduces conflicts of interest.
If you do take advantage of this service, email Consumerism Commentary’s tips mailbox with your question and the advice your one-on-one advisor offered, if it’s not too personal. We’d like to see some examples.
Jump-Start Your Retirement Plan Days [Kiplinger’s Personal Finance]
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That’s pretty cool. I’ve got a few questions I’m going to send in. How cool would it be if other professions did the same. Like one with a CPA, another with a tax attorney, another with a broker et al?
ASW: Finance
I took advantage of this service and called. But I was not very impressed with the advice I received. For my Roth IRA, the Advisor recommended Vangaurd Index Fund. Fair enough, but I asked since my risk profile is very high can I use my Roth IRA to trade Options and what are the tax implications? The advisor was not sure if Roth can be used for Options trading!! This makes me wonder how many “paying” folks get good advice or are they all served the same “one size fits all” advice.