Whether you are currently working and planning for the future or quickly approaching retirement, financial planning is an essential part of a year-end tasks. Q4 is a great time to review your current asset allocations, investment opportunities and taxes to set you up for a prosperous new year.
It is undeniable – your financial plan must include healthcare coverage, no matter which route you take. And although the ins and outs of Medicare and supplemental coverage may seem confusing, an experienced financial advisor can help you sort out the options and the best coverage for you.
As you are strategically planning for your family’s future or dealing with an unclear financial situation after a sudden loss, who you work with matters. While experience and knowledge are always paramount, in this particular situation, empathy is what to look for in a financial planner