In this conversation, Logan Marcus discusses the importance of having a retirement plan and the role of a financial advisor in helping individuals achieve a stress-free retirement.  She emphasizes the need for a personalized plan that takes into account individual goals, income needs, and desired retirement lifestyle.  She also discusses the influence of past financial experiences and generational attitudes towards money. The conversation highlights red flags to watch out for when seeking financial advice, such as a lack of fiduciary responsibility, lack of transparency, and cookie-cutter approaches.

Reach Logan at 800-874-8380.

 

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