May 22, 2022


Fine Art Of Business

Financial advisors can help you save more, invest wisely, reduce debt

3 min read

Support local journalism. A digital subscription is incredibly affordable and worth its weight in gold. Click here and subscribe today.

Q: What can a financial advisor do for me?

A: Many people I meet with are reluctant to talk with a financial advisor. I get it. Not everyone needs an ongoing relationship with a financial planner or investment advisor. But, it’s good to know someone you can talk to and count on for help.

A financial planner helps to create a plan for meeting your financial goals and guides your progress along the way.

They can help you save more, invest wisely or reduce debt. The first conversation with a financial planner should cover all your goals and priorities, not just financial ones: Family priorities, career status, paying for future health care costs, where you might want to live, future travel plans, starting a business, how often you like to buy a car, planning for college — and more. 

Previous three One Senior Place columns:

Long-term planning:Options for health care surrogates for those without close family

Copyright © | Newsphere by AF themes.