
Let me paint a picture. You’ve managed to amass some money in a 401k, there might be a spattering of savings in a few different checking or savings accounts, a random mutual fund exists out there “somewhere” and you know…
Let me paint a picture. You’ve managed to amass some money in a 401k, there might be a spattering of savings in a few different checking or savings accounts, a random mutual fund exists out there “somewhere” and you know…
When I picked up the phone, I could hear her crying on the other end of the line. “Hi, Ellen.” “Kevin………..Ed passed away.” As a financial advisor, I get this type of phone call from time to time. It’s always…