1. 3 ways my financial planning advice has changed during COVID-19

    3 ways my financial planning advice has changed during COVID-19
    • As COVID-19 spread through the northeast, my financial planning clients called with many questions about how to spend, save, and manage their money.
    • Many wanted to know if they should pull their money out of the market, or if they should make their rent/mortgage and bill payments.
    • Given the current climate, I've focused on doing three things with my clients: building cash reserves fast, shoring up insurance coverage, and ensuring estate planning is in order.
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