If your financial advisor is guilty of any of the five things I'm going to talk about today,

you should probably consider firing them. Now, I personally am a financial advisor. This is not

about bashing advisors, rather it's about protecting your future and helping you realize the

five red flags that it might be time to move on from the current advisor you're working with.

I see far too many people stay with the wrong advisor because of a sense of loyalty or inertia

or maybe just a fear of starting over. But how do you know that it might be time for you to move on?

Well, reason number one is if they continually tell you to ask your CPA, anytime you ask a tax

question, it's probably time to find a new advisor. Now, your advisor is not going to be preparing

your tax return.

They can't give you formal legal tax advice in most cases,

but what they can do is a tremendous amount of tax planning.

You cannot separate tax planning from your investment strategy,

your retirement strategy, especially in your retirement years.

So much of good investing, so much of good planning has to do with understanding the

implications of various decisions you make when it comes to the taxes you will face. And the right

tax strategy could add tens or hundreds of thousands of dollars, if not more, to the value

of your plan over the course of your retirement. So if your advisor is always telling you to ask

your CPA, whenever you ask a tax question, it's probably for one of two retirement. So if your advisor is always telling you to ask your CPA,

whenever you ask a tax question, it's probably for one of two reasons. Number one, they're probably

tied up with a firm that has such strict compliance requirements that they don't want any of

their advisors talking about taxes or fear of liability. That's the case. It might not be your

advisor's fault, but the firm they're with is handcuffing them. Maybe time to find a new

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