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Have you been putting off having a conversation with a financial advisor? Today Bruce tells the story of someone who came in 5 years ago, but decided NOT to enact a plan. Now, years later, he’s back, with a new mindset and some regrets.
Have you been putting off having a conversation with a financial advisor? Today Bruce tells the story of someone who came in 5 years ago, but decided NOT to enact a plan. Now, years later, he’s back, with a new mindset and some regrets.