by taaginc | Oct 29, 2014 | Healthcare & Wellness
Uncomfortable Conversations – Part I I don’t like to make people uncomfortable. I became an advisor because I wanted to take care of people – to help them feel safe and financially secure. Asking questions and raising issues about difficult topics...
by taaginc | Jun 25, 2014 | Financial Education, Retirement
(from Dan Solin’s Huffington Post blog on May 20, 2014. Click here for the original article. Dan Solin is the director of investor advocacy for the BAM ALLIANCE and a wealth adviser with Buckingham Asset Management. He is a New York Times best-selling author...