Sam, Andi, and Luke open with suggested strategies given the changes in the retirement landscape.  They also discuss artificial intelligence and what role it can play in financial planning.  When meeting with a financial professional, there are some questions you may be hesitant to ask.  Sam, Andi, and Luke stress the importance of these questions such as how much they are paid, what are their qualifications, and what is their investment strategy.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies