Each decade of our adult lives brings its own unique set of financial challenges, so as important as planning for retirement is, a good financial plan seeks to anticipate our coming needs in each stage along the way. Donna takes us through some of the financial priorities that turn up in our 40s, 50s and 60s. Also on MoneyTalk, how to determine if you need a trust.
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 4/22/2024.
Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!