5 Conversations with your Financial Advisor

5 Conversations with your Financial Advisor - Based on the recently published article

in Financial Planning (linked below), there are five extraordinary circumstances that go

beyond the basic retirement planning that advisors should address with clients. The topics

of discussion include non-traditional relationships and what happens when things go

wrong, special issues with minor children, estate planning in second marriages, health

challenges, and income tax surprises.  Chris and Jeff also dig into some frequent areas

where people with good intentions neglect to consider when putting together their

financial plans.



For more information or to reach Chris Boyd or Jeff Perry, click the below link:



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