Dear Rochester, Retire Well
24. 6 Things We Tell People in Their 70’s with Joe Prestigiacomo
Financial planning in your 70s may look different from the planning process earlier in life. Clients may have different goals and priorities, and it’s important to make sure that those are being addressed. But does your financial plan match up with these new priorities? In this episode, David Pulcini sits down with Joe Prestigiacomo, CFP®, …