Technology has integrated itself into nearly every aspect of our lives, including as our financial planners. Bruce and Peg discuss the pros and cons of using a robo-advisor in today’s episode.
Questions Answered Include:
- I know that different banks want Social Security numbers for the beneficiaries and sometimes my people don’t want to give me their social security numbers. Would it be better to the account in a trust?
- I have to make an HSA decision. I have about $20,000 in there right now and not sure If I should put another $3,000 in this year or if I should put it into my 401k investment through work or if I should pay off my credit card debt. I am 60 years old.
Featured Segment: Robo Advisor
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Neither Wealth Enhancement Group nor LPL Financial provides tax or legal advice.