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See my interview with #WinnieSun about my book The People's Guide to Finding the Right Financial Advisor. linkedin.com/video/live/urn:…
My latest: 'Your loved ones will already be in a state of trauma.' The ramifications of dying without a will cnb.cx/3FqdSPl
My latest: Creating a special needs trust? Here are the costs, what you need to know and who to use cnb.cx/3MFpKOk
Cool - I was featured by Money Geek as an expert on choosing a financial advisor!
moneygeek.com/financial-plan…
A13c. Even for a small checking account and a car, someone has to distribute the account & change title to the car. ... minus a will, someone will have to go to probate court, prove a relationship to the deceased and be assigned by a judge to serve as executor. #WinnieSun
A13b. As one of my sources said, ““A will is not for you, but it is for those you love and leave behind. When you die, someone has to settle your estate if you own anything.” #WinnieSun
A13a. Here are a couple of article I wrote for CNBC.com on the subject: cnbc.com/2022/03/01/when-it-…
and cnbc.com/2017/10/24/think-yo… #WinnieSun
A13. You can look at it as something morbid, or you can look at it as a way to show how much you LOVE and TRUST your heirs. #WinnieSun
A9c. I put together a simple, but detailed guide to help people find the professional help they deserve: findtherightfinancialadvisor… #WinnieSun
A9b. Also, if you don’t work with a financial advisor, you could be leaving money on the table – advisors can often access investments that you can’t, and they are more knowledgeable about the market, investment options in general, and tax minimization strategies. #WinnieSun
A9a. People are often one signature away from making a bad decision, whether it’s about employee benefits, debt management, insurance, goal-setting, annuities. Advisors know how to interpret the fine print and can tell you if something is a good or bad decision. #WinnieSun
A9. I always tell people – don’t go it alone. Work with a financial pro for ADVICE. You don’t know what you don’t know. For example, diversification and rebalancing #WinnieSun
Q#8 I wrote an article for @CNBC that talks about ways couples can communicate about money and stay up-to-date cnbc.com/2022/03/07/if-youre… #WinnieSun
dnason retweeted
A7a. Find a good financial advisor, truly, it really is the smart way to invest. #WinnieSun☀️
I was interviewed by @luis_f_rosa about my book! onmywaytowealth.com/demystif…
The People's Guide to Finding the Right Financial Advisor findtherightfinancialadvisor…
My latest: If you have a child with special needs, here's how to plan for their life after you pass cnb.cx/3EANRKc
Waiting to talk finance with an aging parent in cognitive decline is a mistake, experts say cnb.cx/3xDz7qX
MY LATEST: Experts offer crucial money advice college graduates need to hear but never get cnb.cx/3qGuo6w
#WinnieSun A1a. My passion is to get more and more people to seek professional financial advice. As such, I’ve written a book called “THE PEOPLE’S GUIDE TO FINDING THE RIGHT FINANCIAL ADVISOR” #winniesun
#WinnieSun
A1. Hi Everyone! Thrilled to be here with my dear friend #WinnieSun . I’m a long-time financial writer with Investment News and CNBC.com. I cover topics of interest to financial advisors and their clients. #WinnieSun

