5 surprising ways a planner or advisor can help you
Retirement / Family / Spend /Play /Travel
Jun 23, 2021
You may think a financial planner is someone who helps you save for retirement. It might surprise you to know that your planner or advisor can do much more, and some of it is not so obvious. Julie Seberras, Senior Manager of Wealth Planning Support at TD Wealth, talks with Kim Parlee about some of the more surprising ways a planner or advisor can help you....