Why is financial planning a taboo F-word for some people? Libby Wildman, Senior Partner at Davis Rea, demystifies the process in this conversation with Mark Bunting. She details why financial planning is important, how men and women approach it differently, how to find the right planner, and the key factors in getting started.
Financial Planning 411: Getting Started
by Mark Bunting | Jun 19, 2020 | Big Picture, Financial Planning, Interviews, Investments, Videos