Ask An Advisor
We always get a lot of wonderful questions at our seminars and in our appointments. In order to help educate everyone on some of these topics, we’ve put together a video series called “Ask an Advisor,” where an advisor here at Dan White and Associates will answer a question on video. This is an additional resource we are providing, so you have all the information you need to make a decision about your financial future.
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What is an Income Rider? (Dan Simon)
What are the fees for appointments? How do advisors at DWA make money? (Dan White)
What are your seminars like? (Alison Slezak)
At what age can you move retirement funds with no penalty while still working? (Dan Simon)
What are the pros and cons of taking a lump sum? (Dan White)
How do I make sure that my kids are taken care of while maintaining my lifestyle? (Dan White)
If you had to give someone ONE piece of advice while contemplating retirement, what would it be?
How late/early will we hold appointments in the office?
What happens if I die without a will?
How can I make sure I have money set aside for the grandkids to go to college?
At what age are you eligible for Medicare?
What is Open Enrollment?
How can I estimate how much I will need saved to survive retirement?
When should I begin taking my Social Security?