A Holocaust Survivor’s Financial Planning Advice

As a financial advisor for the past 20 years, the question that I’ve likely received most often is some version of, “So, how are we doing, you know, relative to our peers?”

Read the full article, on Forbes.

More about the author: Tim Maurer

Tim Maurer, CFP®, RLP® is Head of Wealth Management for Triad Financial Advisors. A graduate of Towson University, Tim taught financial planning at his alma mater for seven years. He is a CNBC contributor and also writes for Forbes.

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