If you own a car, chances are you don’t wait until the engine explodes to maintain it. If you own a home, you likely attend to normal maintenance and repairs rather than waiting until the paint has peeled off the walls or you can see the sky through your roof before taking action. Yet, when it comes to your financial life (and I am talking about the entire scope of life goals planning, cash flow management, risk management, retirement planning, investments, college planning, estate planning and tax planning) you hide your head in the sand and avoid the “scary” stuff at all costs. And why not? These topics likely aren’t within the scope of your personal expertise. Believe me, I get it!
Here are some questions to ask yourself as you think through this big topic:
Here are some questions to ask yourself as you think through this big topic:
- What is MOST important to me and my family?
- What is the LIKELY result if I continue to ignore these issues?
- What would I EXPECT from working with a qualified financial advisor?
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