What's a trusted contact? Do you need one on your team?
Managing your finances can be stressful. As we age, that stress can grow with the realization that, someday, we may need more help. Building a financial team, whether it is professionals, family, or friends, can be crucial to protecting yourself, your assets, and your peace of mind. In this talk, Erica White, partner at Clifford Swan Investment Counselors, will share approaches and pitfalls to building a financial village that have worked well for her older clients.