5 Conversations with your Financial Advisor

Something More with Chris Boyd

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5 Conversations with your Financial Advisor - Based on the recently published article in Financial Planning (linked below), there are five extraordinary circumstances that go beyond the basic retirement planning that advisors should address with clients. The topics of discussion include non-traditional relationships and what happens when things go wrong, special issues with minor children, estate planning in second marriages, health challenges, and income tax surprises. Chris and Jeff also dig into some frequent areas where people with good intentions neglect to consider when putting together their financial plans.

https://www.financial-planning.com/list/5-financial-planning-conversations-for- clients-in-2024

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

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