During an initial conversation with a prospective client, a financial planner will almost always inquire about their estate planning needs.
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Having a plan for the certainty of uncertainty is a fundamental part of comprehensive financial planning.
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“Should I buy or lease my next car?”
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A question that we are often asked, on a pretty regular basis, is if someone should contribute to a Traditional IRA or Roth IRA.
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One of the reasons our clients hire us is to help make the complex world of investing easier to navigate.
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When we sit down with new clients, one of the first questions we usually ask is “Do you have a budget?”
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