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Showing posts from August, 2020

Who Are the Important People In Your Life?

  Who Are the Important People In Your Life? We all have a short list of important people that are on the periphery of our lives. Establishing a relationship with a good family physician is probably a top priority for most of us.   Aside from the family doctor, a financial advisor is one of the most important relationships you’ll ever have.   It is the one person who can help you establish a stable and secure financial future.   All it takes is one life event to change the trajectory of your financial well-being.   Getting a good night’s rest might be easier if you had a trusted advisor to keep a good health check on your assets. Which scenario best describes you? You have too many accounts in too many places and you don’t have a clear picture of your total net worth or how it is being managed. You’ve accumulated some assets throughout your life, and you’re concerned about family conflicts that could occur after you’re gone. You don’t know who will run