The first quarter is a great time to connect with your financial advisor to reflect on the past and discuss the future. An in-depth conversation about annual tax rules, budgets, investment performance, and the year ahead can reveal insights and needed adjustments for your financial plan. You can initiate that conversation with the seven expert-recommended questions below. Learn more: What is a financial advisor, and what do they do? No. 1: Do I need to make a fourth quarter tax payment by January 15? ...