Are You On Track To Retire?
If you're in your 30's and you don't know whether you'll be ready to retire, you should hire a financial advisor as soon as possible. We see many people for whom retirement seems an age away. But retiring is a long-term goal that requires significant long-term planning to get right.
Since it is such an enormous task, it's difficult to know where to begin. Working with a financial advisor, you'll work out the best way to manage your money and your investments today, while also building a resource pool for the future.
By living your life with your eye on retirement, you'll set yourself up for success.
Do You and Your Partner Have Different Financial Priorities?
Differences in opinion about finances is one of the leading causes of divorce in North America. We hear it all the time - one partner spends too much (or too little), while others have different financial priorities. Those differences in opinion lead to stress and uncertainty, which lead to major disagreements over time.
Working with a financial advisor can put your finances and your financial future in perspective - for both of you. By hashing out your long-term goals and your strategy, you can build a plan both of you can strive towards. With more certainty about your financial future, there's less uncertainty and stress in your relationship today.