Wealth management Boston

Are You ‘Just OK’ At Managing Your Finances?

A RECENT TV COMMERCIAL depicts a nurse prepping a patient for surgery. When the patient asks the nurse about the surgeon, he’s informed that the doctor is “OK.” The ad ends with the tagline “Just OK is not OK.” It’s easy for viewers to share the patient’s horror.

Unfortunately, when it comes to finances, many investors do not see the value of an expert the same way, even though the decisions materially impact their financial future and livelihood.

It’s always surprising to speak with hardworking individuals and families who aren’t sure if they need a financial advisor despite believing they’re only doing an average job managing their money and making choices that impact their finances.

Continue Reading…

This article was originally published by U.S. News and written by Kristin McFarland, CFP®, Wealth Advisor at Darrow Wealth Management. 

Sign Up for Weekly Investing Insights

Facebook
Twitter
LinkedIn
Email

Additional Insights

Recent Posts

Benefits of a living trust
Estate Planning

2 Key Benefits of Living Trusts

With so many misconceptions around trusts, it’s easy to understand the confusion about the benefits of a revocable living trust. A living trust (also called

Read More »

Information on this website is for informational purposes only and should not be misinterpreted as personalized advice of any kind or a recommendation for any specific investment product, financial or tax strategy. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision. Disclosure