As investors look for ways to pare down costs in retirement, they sometimes weigh out the necessity and value of a financial advisor. For some, the solution may involve rolling up their sleeves and learning to use some of the varied and continually evolving financial technology out there. We recommend having the best of both worlds. While fintech has made the science part of investing more efficient, the art part of discerning suitable investing strategies still requires trained human attention. Your advisor can serve as your sounding board as you pursue your goals in light of the changing economic and market climate. Sit down with your advisors and try to determine whether the use of technology can help save them time and save you money.
Anthony Montenegro has been featured in Huffington Post, CNBC, U.S. News and World Report, Go Banking Rates, The Simple Dollar, and Yahoo Finance!