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How to Choose the Right Financial Advisor

Is your current advisor right for you? How can you tell? Looking for someone you can depend on? Read this insightful article about how best to choose a quality advisor.

Financial Links

• Yahoo Finance – Free information, facts and figures on stocks, bonds and mutual funds
• Morningstar.com – More free analysis from an industry leader in evaluating investment choices
• American Funds – information about America’s #1 fund family. Also, client access to account activity and online statements
• Hartford Investor – a link to America’s #1 provider of variable annuities and life insurance. Access fund information and account values as well as other great investing information.

Is your Social Security Being Taxed?

Notice Line 20a on your 1040 tax return. By repositioning your assets, you may be able to reduce the tax liability on your Social Security income. If you receive income from assets but don’t need that income, read this.