Let’s think of your financial advisor as your financial therapist. We’ll discuss some scenarios where it’s almost inevitable that a talk with your advisor seem like a counseling session. Perhaps it would help to reflect on what financial wisdom your grandmother shared with you. Maybe your financial therapist can help you with your 401(k) mistakes.
Financial Planning with Classic Christmas Songs
‘Tis the season for a bit of holiday cheer! What can we learn about financial planning from some classic Christmas songs? These tunes we sing along to every year carry some great metaphors and lessons if you know where to look.