The article emphasizes that the frequency of meetings with a financial advisor is contingent upon individual needs and the dynamics of their relationship. While some clients may benefit from annual check-ins, others might require more frequent communication. It highlights a Reddit user's frustration with their advisor's lack of transparency and communication, suggesting that clients should advocate for their preferred level of interaction. Ultimately, a quarterly check-in is often adequate for managing a retirement portfolio, but more frequent interactions may be necessary depending on individual circumstances.
The frequency at which you meet with your financial advisor should depend on your needs and the work your advisor is doing for you.
If you feel that you'd like your financial advisor to communicate more, don't hesitate to say so.
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