How to Resolve Conflicts With Your Adviser

Knowing how to deal with a disagreement can improve both your finances and your relationship with your planner.

Dealing with a difference in opinion or approach can be uncomfortable. Dreamstime/TCA

By Bruce Horovitz From Kiplinger’s Personal Finance

It can be a good thing to disagree with your financial adviser occasionally. After all, if you’re active in managing your financial life, rather than handing it all over to a pro, you’re sure to have your own views. And once you’ve worked through a disagreement, it can bring clarity to both of you.