EPISODE · Sep 5, 2017 · 19 MIN
8/25/17: The Value Of Financial Advice
from Plan For Life Now · host Capitol Retirement Strategies
In this week’s episode Dave and Steve discuss the value of a financial advisor. How do you quantify the benefit of working with an advisor? In the latest study from Russell Investments, the effects of rebalancing, behavioral management, financial planning and tax management are all examined.
What this episode covers
In this week’s episode Dave and Steve discuss the value of a financial advisor. How do you quantify the benefit of working with an advisor? In the latest study from Russell Investments, the effects of rebalancing, behavioral management, financial planning and tax management are all examined.
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8/25/17: The Value Of Financial Advice
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