A good financial advisor can help you in many ways: manage your investments, assist in major financial decisions like buying a car or a house, find the opportune time to retire, figure out how to get the most out of social security, and one of my favorites: legally avoid and lower taxes when possible. This is where sharing and reviewing your income tax return becomes an important part of what we can do for you.
New buffered-ETFs provide option-based insurance against market losses, while allowing you to participate in market gains to a cap - or at a reduced participation percentage.
You’ve worked hard for years and saved money along the way, but how do you take those retirement savings and turn them into retirement income that will last for 30 years or more?
While we are socially isolating, my suggestion to you is to turn off the news, and focus on how you can improve your relationships with people and things important to you. I’ll also suggest considering your relationship with money. We all know money matters, but why? Why is it important to you?