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AT ONE TIME OR ANOTHER, WE ALL face major turning points in our lives—getting married, becoming a parent, receiving a life-changing promotion, getting ready to retire. At times like these, many people feel a need for financial help. They begin to question whether they know enough about the complex financial decisions they'll have to make on their own—and start to wonder whether working with a financial advisor might make sense.
The challenge is finding someone you'll feel comfortable talking to about the most personal things—your family, your money, your hopes for your future. Someone who'll be there for you for years to come, and who can provide more than just stock recommendations.
The challenge is finding someone you'll feel comfortable talking to about the most personal things—your family, your money, your hopes for your future.
As you interview advisors who may be able to help you with those decisions, don't be afraid to...
1 Employee Benefit Research Institute (EBRI), 2019; Assumes 90% certainty to cover Medicare and other out-of-pocket expenses for retirement starting at age 65 and median health-related costs throughout.
2 2019 EBRI/Greenwald Retirement Confidence Survey
3 Age Wave and Merrill, The Financial Journey of Modern Parenting: Joy, Complexity and Sacrifice, 2018.
This material should be regarded as general information on Healthcare considerations and is not intended to provide specific healthcare advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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