7 WealthBuilder Tips to Protect You and Your Money

7 WealthBuilder Tips to Protect You and Your Money -

      Don’t ever be afraid to ask questions to your financial advisor; get your questions answered and most importantly, begin educating yourself with financial education.

      If you feel uncomfortable, pressured or intimidated by an adviser, don’t  submit to feeling bad; go by your gut feeling.

      Get second opinions; not everyone is an expert in everything.

      Be sure to get documentation and not rely on a verbal contract…the good old days have been replaced with a new culture.  Get what you need documented!

       Always read documents; do not sign without understanding what you have read.  If you don’t understand something, it would be better to feel safe by checking with a lawyer beforehand, not after wards. I repeat, Do NOT Sign your name to something if you find yourself hesitating.

      Check out your investment adviser or broker salesperson before you give them your money. Due diligence on your part is required; it is ultimately your responsibility for your decisions.

      Don’t allow yourself to feel rushed with any important decisions.  Sleep on your decision; don’t feel loss…waiting could be your gain, and if anything, your peace of mind. 

Protect yourself and your money with these 7 WealthBuilder Tips.