Are you tired of one-size-fits-all financial advice that doesn’t quite fit your unique needs and goals? Welcome to part 2 of our discussion about personality types and how your financial advisor should work with you. Last time we covered four different...
Are you tired of one-size-fits-all financial advice that doesn’t quite fit your unique needs and goals? In this episode, we’ll tackle the question of whether an advisor should tailor a plan to fit your personality. We’ll discuss the pros and cons of...
Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they’ve missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on...
Every individual has a different worry when it comes to money. No matter what keeps you up at night, a financial plan can help you address the concerns and put your mind at ease. In this episode, we’ll discuss five of the most common financial fears that come up...
Today’s guest is Mark Davis. Mark is an estate lawyer with the law office Connor Elder Law in Lafayette Hill. He has over 20 years of experience in the field of aging and disability services as a legal and public policy advocate. In this episode, we will discuss...
Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session. Here’s some of what you’ll learn...
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