Google is not a Financial Advisor… Work with a Professional!

Have you ever thought about installing an inground swimming pool in your backyard? Or have you ever considered restoring a turn-of-the-century home? Chances are if you were thinking about doing one of these projects, you’d call a professional to help you complete the task. Why then do we think we can make major financial decisions that could have severe implications without ever talking to a financial advisor? Yet, all too often I see these mistakes happen, and many times people ask for help after the fact, and sometimes the damage is done. That’s why a recent phone call led me to think about this very subject.   A good friend of mine recently called with some questions about a financial decision his grandmother was making. She was hoping to reduce her income (for various reasons), and he wanted to know if a step she planned to take was a common estate planning […]

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