Seniors – Keep Your Allocations
Prairie Eco-Thrifter
JANUARY 12, 2014
Examples of financial advisor suggestions that would have steered my family wrong: An estate trustee at a bank recommended selling off Chevron stock that my Aunt owned “because it is too risky”. We need to make sure our base grows over his lifetime, especially since we hope to leave a legacy to our children and grandchildren.
Let's personalize your content