If the title of this blog caught your attention, possibly you have found yourself questioning whether your financial advisor’s recommendations for your portfolio are in line with the goals you both discussed. Here are a few questions to ask yourself to see if your situation may need attention: Have you seen a dramatic drop in your account value? You’ve been…
In this episode of “Absolute Trust Talk,” Kirsten talks to Maureen Richardson, Certified Financial Planner and sole practitioner at Richardson Elite Financial Strategies. Richardson is also Amazon bestselling author of “‘Til Money Do Us Part: Financial Planning for Couples.” The topic of conversation is, of course, financial planning, but not just any financial planning, the focus here is on couples.…
