David Haughton, JD, Team Lead, Advanced Planning

Saving for Retirement or a College Education: What’s More Important?
Should parents focus on saving for retirement or a college education for their children? These key considerations will inform your client discussions.
David Haughton, JD
04.29.20
What Your Clients Need to Know About Debt Management
How can you help your clients stay on a healthy financial path? Educate them on what they need to know about debt management.
David Haughton, JD
01.14.20
Are You Reviewing the Pros and Cons to the POA Decision with Clients?
Are your clients worried about what will happen to their financial affairs if they become incapacitated? It might be time to talk to them about the pros and cons of naming a power of attorney.
David Haughton, JD
10.23.18
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