Financial planners and advisers take care of your money box during their working life. But make sure you are prepared to handle your money after they are gone
Relationships matter—even the one you have with your financial adviser. You go to her when you need to save for your retirement, for your kid’s marriage, to buy a house and sometimes even when you want to plan your holiday. She steers you away from crucial financial mistakes and also helps you in succession planning: to ensure that you bequeath in the right manner, so that after your death, your estate is managed in the way you wanted it to be managed. But what happens if your financial planner is suddenly no more? Or what if she chooses to retire?
Recommended For You
Select your Category
Internet Not Available
Wait for it…
Log in to our website to save your bookmarks. It'll just take a moment.