Help! I Can't Find a Good Advisor

help 2.jpg

We start things off this week with Nancy from Cape Cod. Nancy recently inherited a large chunk of money, and after striking out with a couple of financial planners, she gave us a call to see if we’d be able to help her finally find the right person to manage her newfound fortune. Such a fascinating conversation.

More emails in hour two. The good news is that we’re finally into the 2019 section of the inbox.

Have a money question? Email me here.

Connect with me at these places for all my content:

"Jill on Money" theme music is by Joel Goodman,