Here is this week’s radio show, hosted by Joe Clark, CFP with Sherri Contos.
1. Five things to ask your parents – making sure they have their things in order.
2. Target date funds and why paying for extra advice makes more sense.
3. How much life insurance do you need?
4. What is your succession plan? When you can't do it yourself anymore.
Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
Submit your question, and you might just hear it on an upcoming episode of “Elements in Focus.”
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