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Founder, President and CEO,
Northwest Financial and Tax Solutions
Jeff Dixson is the founder, president and CEO of Northwest Financial and Tax Solutions, Inc. He hosts a weekly radio show, "The Jeff Dixson Show: The Retirement Coach," and is the author of "Winning the Retirement Game." As a financial adviser and insurance professional, Dixson believes in preservation of principal and using strategic financial vehicles to generate growth and income. He has been married to his wife, Brenda, for more than 41 years and has three grown children and seven grandchildren.
Getting good, ethical financial advice is imperative as you work toward retirement, and, unfortunately, that's not a given. Here are three red flags that your adviser may be doing you a disservice.
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Saving for retirement is one thing. Finding a way to turn that money into an income stream that will last for decades is another.
Talk to your accountant about these issues to make sure you keep more of your hard-earned money.
If you have a financial adviser, an accountant and an attorney, they should communicate with each other to help design your best financial strategy.