How To Tailor a Financial Plan To Your Situation

Jan 29, 2016

Many of us feel we need to take control of our finances and do a better job of managing our money. But it can be difficult to sort through the vast amount of financial advice available today from online sites, cable shows and best-selling authors, and come up with a financial plan that works for our specific situations.

Managing your money is a slow, steady, step-by-step process.

Joining us to discuss various approaches to investing and money management, and how to create a financial plan to best meet your needs, are Director of Tax Services for, Rebecca Pace, and  Chris DeSimio, a financial advisor with Wells Fargo Advisors in Cincinnati. 

Listeners are reminded that the information provided on today's show is general in nature and may not apply to their personal investment situations.