dnason

Freelance business journalist w/ & InvestmentNews. Interests: investing, economics, emerging markets, journalism, econ. development

[dnason @dnason]

See my interview with #WinnieSun about my book The People's Guide to Finding the Right Financial Advisor. https://t.co/9M1mW2P9If

[dnason @dnason]

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

[dnason @dnason]

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

[dnason @dnason]

My latest: 'Your loved ones will already be in a state of trauma.' The ramifications of dying without a will https://t.co/KB8dIJiXln

[dnason @dnason]

My latest: Creating a special needs trust? Here are the costs, what you need to know and who to use https://t.co/2AfJnnNpSk

[dnason @dnason]

Cool - I was featured by Money Geek as an expert on choosing a financial advisor!
https://t.co/KnT7TW03T6

[dnason @dnason]

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

[dnason @dnason]

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

[dnason @dnason]

A13a. Here are a couple of article I wrote for https://t.co/sWpP9sY33h on the subject: https://t.co/MJY31TxPZ7
and https://t.co/8hZLzWeNFj #WinnieSun

[dnason @dnason]

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

[dnason @dnason]

A9c. I put together a simple, but detailed guide to help people find the professional help they deserve: https://t.co/UTdMzsIHXF #WinnieSun

[dnason @dnason]

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

[dnason @dnason]

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

[dnason @dnason]

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

[dnason @dnason]

Q#8 I wrote an article for @CNBC that talks about ways couples can communicate about money and stay up-to-date https://t.co/RmEztIFjiv #WinnieSun

[dnason @dnason]

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

[#WinnieSun ☀️ @winniesun]

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

[dnason @dnason]

@winniesun YES ABSOLUTELY YES

[dnason @dnason]

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

[dnason @dnason]

@winniesun I write for @CNBC and @investmentnews. You can see my writing here: https://t.co/8wtNSykbc6

[dnason @dnason]

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