Traditionally, financial advisers provide advice on investments, retirement plans, and perhaps even some tax advice. However, the relationship investors have with their financial advisers often goes beyond conversations about just their money. We find ourselves in the role of counselor, therapist, and voice of reason.
During a couple’s annual meeting, they dropped a surprise—they were buying a vacation home. They had spent the summer traveling to the beach, to a cabin, and across the country to visit their grandchildren. They were enamored with how the “new normal of working from home” allowed them to go where they wanted while still being able to remote in for a full day’s work. With this newfound flexibility, they decided a vacation home would be a perfect fit.
The Gwinnett Daily Post is a daily newspaper published in Gwinnett County, Georgia, and serves as the county's legal organ. The newspaper is owned by Times-Journal Inc. and prints Wednesday and Sunday each week.