Talking About the 2 Sides of Money With Widows and Other Clients in Transition

Jan 27, 2023 / By Kathy Roth
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What’s Working Now: Take a measured approach with widows. Like others facing huge life transitions, widows are experiencing heavy anxieties that may cloud their decision-making. This advisor’s nuanced approach encompasses both the technical and emotional sides of money, and helps clients make sound choices they can live for the long run.

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