Most of these misunderstandings or misapplications of the facts start when people hear something or only recall a headline, teaser or sound bite. A good financial planner can help them make better decisions for their families. People just don’t know what they don’t know. You know?
Dan Moisand, CFP, has been featured as one of America’s top independent financial advisors by Financial Planning, Financial Advisor, Investment Advisor, Investment News, Journal of Financial Planning, Accounting Today, Research, Wealth Manager and Worth magazines. He practices in Melbourne, Fla. You can reach him at [email protected].