financial plan

June 14, 2018 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Millennials Could Give This Financial Gift To Dad For Father’s Day

This year for Father’s Day, instead of another golf shirt, a gift card, or the ever popular power tool, if your dad doesn’t already have a written financial plan, consider giving him one. The millennial generation is poised to be the next “sandwich generation,” providing for their children while also having to care for elderly […]

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