It usually takes a life event to push an individual into hiring a financial planner.
According to the Census Bureau there are over 8 million couples living together and these are just the ones telling the Census Bureau about it.
You’ve worked very hard to achieve your goals and accumulate assets, now you need to protect them.
It is always flattering when a listener asks if I will be their financial planner.
The two major things listeners write to me about are credit and hiring a financial planner.
WBZ’s Dee Lee discusses reverse mortgages and finding a financial planner in today’s Money Matters segment.