Financial advisors in
Eden Prairie, MN

Now, we are sure that you spent your extra free time during the pandemic organizing your finances. After all, you’ve likely been at home, with all those papers just staring back at you. You probably got right on it after you finished your second novel. What, you didn’t? Join the club. But before the real world beckons, here are some steps you will want to take to get your finances organized this spring.

Social Security. You know it’s coming. You know you’ll want it. For many Americans, Social Security will comprise the majority of their retirement income. So how much will you get? Many are surprised to learn that it’s up to them. When to begin taking Social Security is one of the most crucial decisions you will make in retirement.

Let’s have a little fun with our taxes, shall we? You might be wondering whether Bruce and Peg have gone off the rails. When you hear about having fun or “getting creative” with our taxes, you think of billionaires writing off property that doesn’t exist or hiding their money in a Caribbean island, so the IRS won’t find it.

If you are a regular reader of this column, chances are you are at least considering getting a financial advisor or have one already. We’ve talked through some of the things you should look for, but how do you know when an advisor won’t be a fit? The wrong advisor can be nearly as harmful as not having one at all. Here are five signs an advisor might not be for you.