Is your financial advisor truly planning for your future or just coasting In this video Peter with Richon Planning and Erin Kennedy lay out the five signs that your advisor is delivering genuine financial planning not just quick fixes A truly committed advisor will Help you define your goals and objectives Gather details on ALIE Assets Liabilities Income and Expenses Confirm your Social Security Benefits Request last year's tax return Ask for copies of Estate Planning Documents If this doesn't sound like your advisor reach out to Peter for a second opinion Just call - or visit www RichonPlanning com [... more]

Emily Boothroyd of Merrit Finacial Advisors www merritfa com called the program to share insights for caregivers when dealing with finances eboothroyd meritfa com Sharing five things to avoid two of them are Staying silent Trying to do it all Listen to the whole conversation and feel free to reach out to Emily for any questions you may have [... more]