There are times in your life when you need a second opinion. You may have a serious health problem or you may be worried about what is wrong with your car. That is when you seek the advice of another professional. Well what do you do if you need a second opinion about your finances? Depending on what your concerns are there are several different people you can turn to for a second opinion.
1) If the matter is a simple budgeting question, you may choose to speak to someone you trust. You could choose your pastor or spiritual leader, a family member or a close friend. As you make the selection you need to make sure that you respect the way that this person handles money. If you are married, you should meet with this person as a couple so you can both receive feedback and explain decisions in your budget.
2) If you have questions regarding your taxes, your withholdings, your small business finances, then you may be best served to visit a CPA. Again you should carefully consider whom you choose. You may ask friends and family for recommendations. If you do not feel that you trust your CPA’s advice, you should seek another CPA.
3) Your financial person is a great person to turn to when it comes to planning your retirement and making wise financial decisions. You should shop around and find someone that you trust. You may consider meeting with several before deciding which one to use.
4) Finally you should consult with your lawyer when you write your will and plan your estate. These meetings do not need to be long, but can help your family through a difficult time. By setting up your estate properly you can avoid extra taxes and make sure that your items get distributed fairly.
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