Broker Check

Ninety Pounds!

| September 25, 2018
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I was helping a client update their financial plan recently, and when life expectancy came up I took a double take.

They had made some major diet and exercise changes and lost ninety pounds! 

Life changes, often for the better.  We adjusted the plan for them to hopefully be around with their spouse a lot longer.

I can't remember a time where I've been happier to see the level of protection get worse, this time it was for a wonderful reason.

This article represents opinions of the authors and not those of their firm and are subject to change from time to time, and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment or legal strategy. The information contained here has been obtained from sources believed to be reliable but cannot be guaranteed for accuracy.

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