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Finding a financial advisor may seem like a daunting task. For one thing, the number of potential titles – not just financial advisor, but financial consultant, wealth advisor, financial planner and investment advisor, among others – is long. Not only that, but the services and standards that separate one title from the next aren’t always clear.
Financial planning is not the same for everyone. How can it be? With so many different scenarios, goals and factors to consider as well as unique situations and “what ifs” that come about, what works for one person may not be what’s best for you.
Successful business owners may have their company finances accounted for down to the last penny. They know what’s coming in to the business and what is going out. When they start to make money and the business begins to flourish, they may feel like they’re set. But the truth is, many times, they’ve never even looked at their personal finances.
Losing a spouse may be one of the most difficult experiences you’ll ever have in life. No one is ever ready for the emotional and physical toll it can take on your body. In the midst of grieving, many times, the surviving spouse is faced with countless financial decisions and unexpected expenses that must be dealt with right away.