Posts Tagged ‘Instances’

5 Instances When You Should Ignore Financial Advice

5 Instances When You Should Ignore Financial Advice

Filed under: Financial Education A lady stepped into my office concerned her financial advisor wasn’t being straight up about her financial situation. She had purchased a variable annuity from the advisor and admitted she wasn’t quite sure how it really worked. Uh oh. Red flag. She didn’t know how it worked. I looked into...

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