Paul J. Brahim, CFP®, CEPA®, Senior Vice President, Financial Advisor & Managing Director at Wealth Enhancement was featured by MarketWatch in an article titled, “Here’s When You Should Talk to Your Advisor—but Probably Aren’t.”
“It creates a useful checkpoint to revisit not only investment returns but also income needs, tax exposure, portfolio risk, charitable intentions and the real-world decisions that shape a retirement plan.”
Access the full article authored by Alisa Wolfson here.
