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During the pandemic, we've talked quite a bit about potential positive outcomes of this unprecedented experience. One plus that I've noticed recently is that more people do seem to recognize the importance of having a financial plan, whether they're just starting the process or refining some details with their fiduciary advisor in light of all that's happened this year.
On today's episode, we discuss 5 important areas where a financial plan can help keep your money in sync with your family's needs, even when the unexpected happens.
By Bill Keen, Matt Wilson, Steve Sanduski4.6
6767 ratings
During the pandemic, we've talked quite a bit about potential positive outcomes of this unprecedented experience. One plus that I've noticed recently is that more people do seem to recognize the importance of having a financial plan, whether they're just starting the process or refining some details with their fiduciary advisor in light of all that's happened this year.
On today's episode, we discuss 5 important areas where a financial plan can help keep your money in sync with your family's needs, even when the unexpected happens.

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