When Professional Guidance Pays Off
Even if you're a staunch DIY investor, a financial professional can provide very useful input for retirement planning, estate planning, taxes, and more.
Jason Stipp: I’m Jason Stipp for Morningstar. We have an active group of do-it-yourself investors on Morningstar.com, but even the most self-reliant will sometimes need to stop and ask for directions. So when should you seek financial help? Here to offer some tips is Morningstar’s Christine Benz, our director of personal finance.
Thanks for being here, Christine.