Are You Missing Out on a Customized Plan?
In this “Money Talks Minute” Bil Lako, CFP® explains that while rules of thumb are not bad, they are just not customized to the client, and investors could be missing out on opportunities.
In this “Money Talks Minute” Bil Lako, CFP® explains that while rules of thumb are not bad, they are just not customized to the client, and investors could be missing out on opportunities.