Equipping Points:
A lot of times, when you consider what is happening with your money, questions arise. Instead of letting those questions serve as a mental roadblock, ask a qualified financial professional. You may be surprised at what you hear! Or, you may feel validated that you are headed the right direction. On today’s show, Eric answers three questions from listeners.
Whether you are looking into a care community or wanting to pass along the best possible information to the next generation, there’s a lot to keep in mind when it comes to your money. Having a plan and an advisor by your side can help you feel the safety and security you need to empower you with your financial decisions.
Here’s some of what we discuss in this episode:
- Mailbag: How much money do you need to qualify for a continuing care community?
- Mailbag: What advice can I give my 21-year-old granddaughter who just inherited $300,000?
- Mailbag: What if my financial advisor retires before me?
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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