![]() If I get one question more than any other, it is this one. Whether someone is interviewing a financial advisor or simply trying to figure out what is important to know in their own financial journey, many people simply don't know what's most important to keep an eye on. As I work with those age 50 and over, I would like to help frame your mind on what Certified Financial Planners™ concentrate on with their clients, each and every year.
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AuthorRoy Larsen is a Certified Financial Planner™ practitioner and Fee Only Wealth Manager who resides outside of Atlanta, Georgia. Archives
April 2021
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