For me, it works out great that our advisor comes to the house. He’s actually a family friend and we get together and go over the finances twice a year. Last time, we cooked out and had barbeque. It might be better at the office if we didn’t have a good relationship already. Like I said though, we’re old friends.”
- Virginia W.,
62 Denver, Colo.
Definitely the home. I have had some health problems lately and it makes it easier for him to come to my house. We’ve been working together for quite a few years now so it’s not awkward for him to come by a couple times a year.”
- Abe O., 78
Los Angeles, Calif.