Keen On Retirement

During the pandemic, we’ve talked quite a bit about potential positive outcomes of this unprecedented experience. One plus that I’ve noticed recently is that more people do seem to recognize the importance of having a financial plan, whether they’re just starting the process or refining some details with their fiduciary advisor in light of all that’s happened this year. On today’s episode, we discuss 5 important areas where a financial plan can help keep your money in sync with your family’s needs, even when the unexpected happens.