In this two-part episode, Alan and Clark will discuss some of the triggering points in a person’s life where hiring an advisor would make sense. They will then dive into one of the looming problems on the horizon; aging parents and getting adult children involved in your finances. Aging baby boomers are now entering the phase where they need to get their estates in order and have family members in the know. The “when” and the “why” are equally important!
In this two-part episode, Alan and Clark will discuss some of the triggering points in a person’s life where hiring an advisor would make sense. They will then dive into one of the looming problems on the horizon; aging parents and getting adult children involved in your finances. Aging baby boomers are now entering the phase where they need to get their estates in order and have family members in the know. The “when” and the “why” are equally important!