If you lose your job, what emotional and professional support should you expect from your financial planner? Ideally, the planner’s first response would be, “Tell me more about what you’re experiencing. How can I best support you in this moment?” Since every client’s...
For many Americans, one painful lesson of 2020 has been a first-hand demonstration of the importance of having an emergency fund. Yet knowing such a reserve matters is a far cry from creating one. According to BankRate, 72% of Americans don’t have an emergency fund...
