Bringing Up (Your Client’s Brand-New) Baby

By: Murray Coleman, Financial Advisor IQ
August 26, 2014

Michael Bernier,CFP® shares his advice to clients having a baby in Financial Advisor IQ’s article “Bringing Up (Your Client’s Brand-New) Baby

“Once a baby arrives, proud parents tend to overlook more subtle ways to protect the child’s financial future, says Michael Bernier, an advisor at San Diego-based Pure Financial Advisors, which manages $1.1 billion. He suggests making sure parents have a living trust and will to designate guardians for their children in case of the parents’ deaths.

Read the full story here

Recent Features