5 Often-Overlooked Questions to Ask Your Financial Adviser in the New Year

Get your financial year off on the right foot by getting the answers to these key questions.

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With the new year upon us, you’ve likely been giving some thought to your investment portfolio and your planning priorities for 2019. A new calendar year is always a great time to take a step back to reflect on your goals and reset your financial plan to make sure you are on track.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Joe Vietri, Charles Schwab
Branch Network Leader, Charles Schwab

Joe Vietri has been with Charles Schwab for more than 25 years. In his current role, he leads Schwab's branch network, managing more than 2,000 employees in more than 300 branches throughout the country.