Recently I was asked to serve as a guest expert by a wealth management firm with offices in Vermont, upstate New York, and Florida. This group of investment advisors and CERTIFIED FINANCIAL PLANNERS™ hosts a monthly online video Lakeside Chat for community members and...
CNBC – When financial advisor Liz Miller took on a client whose spouse had recently died, she realized a piece of the survivor’s financial life needed more attention than her wealth management services would provide. That is, the client needed help with the...
