Mind these red flags – or risk losing thousands of dollars worth of your hard-earned savings. Sometimes financial advisors fall well short of the mark. Even worse, you may not realize that an advisor has failed you until it’s too late to recoup lost money or missed opportunities. So if you hope to retire comfortably, it’s crucial that you choose your financial advisor carefully and than keep tabs on them. If you run into any of the following situations at any point, you should seriously consider giving your financial advisor the boot.
Rev. Dr. Donna Taylor is the Pastor of Andrew Chapel United Methodist Church (UMC) in Montross, VA. Rev. Dr. Taylor promotes best practices by teaching financial literacy workshops and currently serves as Finance Chair in the Rappahannock River District for the UMC. In May 2015, Rev. Dr. Taylor received her Doctor of Ministry from Virginia University of Lynchburg in Lynchburg, Virginia. Rev. Dr. Taylor was born and raised in New York City and recently discovered her ancestral roots in Guinea-Bissau, West Africa. Rev. Dr. Donna Taylor is married to David Taylor and they have a son and a daughter. Their daughter is a educator and son is an Active-Duty Senior Seaman in the Navy married with three children. In her leisure time, she enjoys traveling, reading, swimming, writing poetry, crocheting and spending time with her family.