Roshani Pandey

If you are looking for a financial advisor, ask your potential advisor these 7 questions to see if there is a fit: 1. Are you a fee-only advisor or a broker? 2. Can you describe your experience in working with clients like me?... 3. How do you invest the portfolios and what has been the result? 4. Do you offer financial planning services? 5. What is your cost and what am I getting for it? 6. If we decide to work together, what is your process? How often do we meet or talk? 7. Do you have any minimums? For more details, read the full article below.

Have you looked at your 401K plan recently? It is still one of the best ways to reduce your current taxes and save for the future. If you have more to save, consider opening a Roth IRA as well.... To invest your 401K, start with an asset allocation, make sure you are very well-diversified and rebalance your portfolio as time goes by.

Are you someone who's been wanting to start #investing but has just not been able to do it? Or perhaps you've bought a few stocks here and there but it's just not an area you feel confident about. Here are 3 lessons on investing that will give you a push to start investing and do it in a more purposeful way.... If you want to talk to me one-on-one, please book a free consultation here: https://bit.ly/32AbTTT #businessowner #financialindependence #entrepreneur