Your Money – Yearly review topics with your financial advisor

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Given the complexities of the investment world, you might consider working with a financial professional to help you move toward your goals, such as a comfortable retirement. 

You’ll want to establish good communication with whomever you choose and you should meet at least once a year to discuss your situation, but at this annual review, what exactly will be covered?

Here joining us today is Stephen Jurrissen from Edward Jones to share with us what all should be discussed when you’re in your review… 

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