Can you be a “do-it-yourself” financial advisor?

Can you be a “do-it-yourself” financial advisor?

We live in a “do-it-yourself” world. Want to know how to fix your dryer? Hop on YouTube and get it fixed in a jiffy. Want to learn how to decorate cookies for your child’s birthday party? There’s a video tutorial for that too! But, what if you want to build and manage your own financial portfolio or be your own financial advisor? Can you be a “do-it-yourself” financial advisor?

Is your retirement plan on the right course?

Is your retirement plan on the right course?

Have you ever had to make a “course correction” in your life? Maybe you were sailing and realized the waves had taken you off course and if you didn’t make a change, you could end up on the rocks. The same can be true in retirement planning. There will be times in your retirement journey that you’ll feel like you need to make a “course correction”. When that happens, what should you do and when is the time to do it?