Mar 16, 2023
Welcome to part two of our discussion about personality types and how your financial advisor should work with you. Last time we covered four different personality types, and we’ll be continuing that theme today with the remainder of our financial personalities.
Most people fit into one of 8 personality categories....
Mar 2, 2023
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 different approaches and explore how understanding your financial...
Feb 16, 2023
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 retirement income, there are many ways a financial plan can...
Feb 3, 2023
In this episode, we’ll discuss five of the most common financial fears that come up in our conversations with retirees and pre-retirees. When you have one of these fears, what can you do to address them? Donna will tell you what approach we take with clients and how proper planning can alleviate much of...
Jan 5, 2023
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 important aspects of estate planning. Mark shares his...