As I prepare for my youngest son’s marriage (mazal tov to him and his wonderful bride!), I can’t help but reflect about the hundreds of couples I’ve met over the years as a financial professional. I’d like to share some tips I’ve learned from watching financially successful marriages:
For newlyweds: What are you bringing into your marriage? … Read more
“Not only have I been a client of theirs forever,” a new client just told me. “I have a multi-million dollar account. Do they really want to lose my business?”
After my first conversation with this retiree who had both an IRA and brokerage account at Wells Fargo, he realized that being forced out of his existing account was a blessing in disguise…. Read more
