One proven way to reduce financial stress is to organize your financial records. A squeaky-clean financial house is a house where stress may find it’s not welcome, experts say.
Advisors understand that the financial services industry is changing rapidly and technology is putting new pressure on their business model. And clients are looking to advisors for more than portfolio management.
Now, more than ever, as tax laws evolve and change, the organization and cohesiveness of an estate plan with proper documentation is critical.