In this video, Lifetime financial planner James Fisher explains how to apply for a Power of Attorney refund, if you are eligible:
The impact that a helping hand can have was clearly illustrated this week, when Lifetime financial planner Steve Baskind took one of his clients through a meeting via zoom. Steve says: “The [...]
“Now as never before, we need to ask ourselves what future we want, and how we position ourselves for it now……advice needs a reboot, not a robot.” Lifetime Managing [...]