Financial Planning Tips for Singles

About this episode

The episode discusses the unique financial considerations and opportunities for singles in managing their finances.

In this episode, Blue Trust private wealth advisors Stephanie Adams, CFP®, CPA, and Mary Helen Klingen, CFP®, CPA, CKA®, plus senior financial planner Jonathan Lowery, MBA, CFP®, CKA®, discuss the unique financial considerations singles face. Their conversation reveals both the challenges and opportunities that come with managing finances as a single person. To learn more, visit http://www.BlueTrust.com LinkedIn: https://www.linkedin.com/company/bluetrustwealth Facebook: https...

People in this episode

Guests: Stephanie Adams, Mary Helen Klingen, Jonathan Lowery

Topics covered

• financial planning
• singles
• wealth management
• financial challenges
• financial opportunities

Keywords

• financial planning
• singles
• wealth management
• financial challenges
• financial opportunities

Mentioned in this episode

Organizations: Blue Trust

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