Good Intentions and Financial Advice

Sometimes even the best of intentions can lead you astray. When you get financial advice, it’s good to be a little cautious and consider where you are getting your information from. Everyone’s situation is a little bit different, so you need to focus on what the right thing is for you and your unique situation.

 

Look out when you hear financial information from these sources:

• Family may try to help. (1:15)
• Friends don’t know the whole story. (4:29)
• A CPA should work on your taxes, not make your financial plan. (5:35)
• Financial “experts” in the media are really entertainers. (9:40)

 

Get in touch with the Peterson Financial team: https://petersonfg.com/