Vote With Your Dollar
I’m Miriam Neff, and I’m Valerie Neff Hogan, with Wise Women Managing Money.
M Do you have money to manage? Whether a small amount or large, you have an opportunity to vote your values with that dollar. Whether a young couple wanting to plan for your future, or a widow with a life insurance award, prudent advice applies to both. Get information from lots of sources.
V Get references from friends and associates about good certified financial planners. For example, ask three different planners what they would do with a specific sum of money, given your needs and goals. Go over them. How do they differ? Did they listen to your input?
M Your money is voting what’s important to you. Research, pray, and learn. You’ll be ready to act.