Kate Yoho, CFP, financial advisor at TBH Advisors, speaks with Josh Welsh of InvestmentNews about how advisors are helping clients with cancer and what measures to take to ensure they and their families are properly taken care of. “I would check beneficiaries, I would check transfer-on-death status, and would make sure that their will is up to date. Step one would really be take care of your health, but from a financial standpoint, it’s the documents first. Step two would just save as much as you can. You don’t want to get reactive in your investment strategy,” explains Yoho.
Insights / How advisors are helping clients with cancer | InvestmentNews
How advisors are helping clients with cancer | InvestmentNews
