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What are good questions to ask your financial professional in times of economic turmoil? Kelley Slaught covers some of these including long-term planning, diversification, and whether or not to change course. She also warns of retirement mistakes to avoid and offers reminders of the changes to legacy planning which came with the original Secure Act.
You can reach Kelley Slaught by calling 800-810-8060.
California Wealth Advisors
See omnystudio.com/listener for privacy information.
What are good questions to ask your financial professional in times of economic turmoil? Kelley Slaught covers some of these including long-term planning, diversification, and whether or not to change course. She also warns of retirement mistakes to avoid and offers reminders of the changes to legacy planning which came with the original Secure Act.
You can reach Kelley Slaught by calling 800-810-8060.
California Wealth Advisors
See omnystudio.com/listener for privacy information.
3,201 Listeners