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How a review of employer benefits uncovered a potential source of financial relief for a client facing advanced cancer The case: A few years ago, I met with a client diagnosed with advanced cancer. For privacy purposes, I will refer to her as Jane. Jane was in her 60s and
As a financial advisor, one of the most rewarding parts of my job is to hear about my clients’ financial goals, then come up with a game plan to help make those goals happen. I consider these conversations a privilege. Personal finance is highly personal, and not everyone gets to have these
How a review of employer benefits uncovered a potential source of financial relief for a client facing advanced cancer The case: A few years ago, I met with a client diagnosed with advanced cancer. For privacy purposes, I will refer to her as Jane. Jane was in her 60s and
As a financial advisor, one of the most rewarding parts of my job is to hear about my clients’ financial goals, then come up with a game plan to help make those goals happen. I consider these conversations a privilege. Personal finance is highly personal, and not everyone gets to have these