Myth: I Don’t Have to be Involved in the Family Finances

April 6, 2016

In today’s episode, Kathleen interviews Lou Tranquilli, owner of Tranquilli Financial Advisor. Together they explore the unhealthy money script that only one partner needs to be involved with the family finances.  Lou often sees this belief in his clients and how this negatively impacts one or both partners. Lou also offers some personal and professional insights into how to become more involved in the family finances, even if it’s not your passion.  

 

Lou Tranquilli is the owner of Tranquilli Financial Advisor located in Clinton NJ.  During the course of his 20-plus years of experience, Lou has developed an expertise in the distinct financial challenges facing women. He was honored with his Broker Dealer’s highest honor, the Ralph S. DeVito award for practice management, client service and community involvement. For more information, visit http://www.louistranquilli.com/ or call 908.730.6234.

All Securities Offered Through TheInvestment Center, Inc. Bedminster, NJ Member FINRA/SIPC.
Advisory Services Provided Through IC Advisory Services, Inc. – An SECRegistered Investment Advisor.
Tranquilli Financial Advisor is not affiliated with The Investment Center, Inc.or IC Advisory Services, Inc.

 

 

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