On this episode, Kelton discuss the current state of the market, historical trends, and the importance of having a clear financial strategy, especially for those nearing retirement. They explore the challenges of supporting adult children financially and the need for setting boundaries. Kelton emphasizes the significance of trust and personal relationships in financial advising, aiming to create a comfortable environment for clients.
Click here to schedule an appointment with Kelton and his team or call 724-766-8853.
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