Barron’s – Registered Life Planner® Sheila Padden is quoted in this Barron’s article about how some retirees prefer a supplementary cash stash in addition to their portfolios. “I want people to live the lives they’ve always dreamed of,” Sheila says. For some, keeping cash is essential for a client’s peace of mind. Credit: Neal Templin – https://www.barrons.com/articles/how-a-cash-stash-can-help-retirees-keep-peace-of-mind-if-not-portfolio-51614972048?fbclid=IwAR3-O_lR_yPJcy2gikeByH2CUR5vt-jG__HrRBsb5X_UmA4o-a8Z78chVjQ
George Kinder’s Holistic Path to True Wealth – Advisor 3.0
November 19, 2024
