Published on May 15, 2020 by Forbes
 
“At this time the biggest expenses for this group are medical or potential medical, so making sure to shelter in place and avoid unnecessary exposure to COVID-19 is important to controlling costs,” says Clari Nolet, Senior Financial Advisor at Team Hewins in Redwood City, California. “The other big expense right now is for food. Eat a well-balanced diet and eat a variety of foods to make sure you have the ability to switch to foods that aren’t inflating due to shortages and demand. It might be a good idea to garden and engage in hobbies that aren’t high cost.”
 
 
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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