After spending a lifetime saving, many families have to consider how to pass along their wealth to the next generation. Today, Paul talks about preparing your heirs and why this topic often gets overlooked in the estate planning process. Listen along to hear some questions you can ask your kids to help them have a better relationship with money.
How Do You Know an Investment Firm Is Right for You?
Unfortunately, it is not difficult to get into the investment industry as a financial planner with no experience and very little education.