dnason

See my interview with #WinnieSun about my book The People's Guide to Finding the Right Financial Advisor. linkedin.com/video/live/urn…

@HiltonHotels What can a guest do if a property is charging them bogus fees?

@HiltonHonors What can a member do if a property is charging a guest bogus fees?

My latest: 'Your loved ones will already be in a state of trauma.' The ramifications of dying without a will cnb.cx/3FqdSPl

My latest: Creating a special needs trust? Here are the costs, what you need to know and who to use cnb.cx/3MFpKOk

Cool - I was featured by Money Geek as an expert on choosing a financial advisor! #expert=deborah-nason" target="_blank" rel="nofollow noopener">moneygeek.com/financial-plan…

A13c. Even for a small checking account and a car, someone has to distribute the account & change title to the car. ... minus a will, someone will have to go to probate court, prove a relationship to the deceased and be assigned by a judge to serve as executor. #WinnieSun

A13b. As one of my sources said, ““A will is not for you, but it is for those you love and leave behind. When you die, someone has to settle your estate if you own anything.” #WinnieSun

A13a. Here are a couple of article I wrote for CNBC.com on the subject: cnbc.com/2022/03/01/whe… and cnbc.com/2017/10/24/thi… #WinnieSun

A13. You can look at it as something morbid, or you can look at it as a way to show how much you LOVE and TRUST your heirs. #WinnieSun

A9c. I put together a simple, but detailed guide to help people find the professional help they deserve: findtherightfinancialadvisor.com #WinnieSun

A9b. Also, if you don’t work with a financial advisor, you could be leaving money on the table – advisors can often access investments that you can’t, and they are more knowledgeable about the market, investment options in general, and tax minimization strategies. #WinnieSun

A9a. People are often one signature away from making a bad decision, whether it’s about employee benefits, debt management, insurance, goal-setting, annuities. Advisors know how to interpret the fine print and can tell you if something is a good or bad decision. #WinnieSun

A9. I always tell people – don’t go it alone. Work with a financial pro for ADVICE. You don’t know what you don’t know. For example, diversification and rebalancing #WinnieSun

Q#8 I wrote an article for @CNBC that talks about ways couples can communicate about money and stay up-to-date cnbc.com/2022/03/07/if-… #WinnieSun

@winniesun All the more reason to seek professional financial assistance. It is a very complicated financial world out there.

Fact. #WinnieSun #Tweetchat #WednesdayWisdom

A7a. Find a good financial advisor, truly, it really is the smart way to invest. #WinnieSun☀️

@winniesun YES ABSOLUTELY YES

A6. I don’t say this lightly. Find a trustworthy financial advisor, ask for a complimentary consult. If you find the right person, it will change your life for the better. #WinnieSun☀️

@winniesun You are too kind! Thanks for everything you do to help people!

Have you connected with the incredible @dnason yet? What are you waiting for? Show her some love! 💛 Thanks so much for sharing your thoughts with us today Deb! #WinnieSun #Tweetchat

@winniesun I write for @CNBC and @investmentnews. You can see my writing here: c4sb.com

Welcome back @dnason - it's so wonderful to "see" you here! #WinnieSun☀️ #financialliteracymonth #tweetchat

@winniesun Thanks! Glad to see you and everyone else too!