Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.
Planning For Things We Can’t Predict
There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers.
Flirting With Disaster
Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it.
2021 Tax Tips Recap
As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.
Are You Clinging To False Hope?
Are you retirement ready? Do you just plan to cross that bridge when you come to it? This week we look at some places where false hope can leave us in a position we truly do not want to be in. The good news is it’s something we can remedy with proper planning and conversations with a financial advisor.