My financial advisor died suddenly and I have no idea what investments I own or how to manage them and I am too embarrassed to ask for help.
More people experience this than they realize.
The delegation of financial knowledge creates dangerous gaps in self-sufficiency that become crises when relationships end.
“Where Are You with Money in retirement — making it last?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.