2017-01

The "Greatest Generation"

Let's see what we can learn from the folks who are a part of the "Greatest Generation." People from that period of our history did a fine job of embracing sound personal financial concepts, and we can learn a lot about retirement planning from their philosophies toward money. Also, is your financial "advisor" truly an adviser? We'll discuss some of the important things a financial advisor SHOULD do for you as their client, and what you should do if they're not helping in these certain areas.