End of Year Planning Tasks
Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. […]
Month: December 2020
The Customer Isn’t Always Right
In the retail world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right. […]