Are You Hiding Symptoms of Poor Financial Health?
by Matthew Helfrich, CFP, Partner and President, Waldron Private Wealth
Jul 24, 2019
4 minutes
A visit to a doctor's office is about as personal -- and for many, uncomfortable -- as it gets. If you've come to the office with symptoms and had tests done, the physician might even have an unpleasant reveal for you about your health and may want to learn more about your behaviors. It's time to fess up.
Or maybe you won't.
It's not uncommon for patients to hide personal details about their health or downplay their symptoms to a doctor, perhaps because they're embarrassed or because they want to influence the diagnosis. And by the same token, people frequently do the same thing with their financial advisers.
All too often, clients hide information about their money, even
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