We continue our discussion about some of the most common legacy planning mistakes and how they may be holding your own plan back.

Do you know your financial time horizon?

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.