Working with a financial advisor is not top of mind to most people, but it can help them save money and make sound investments.
Another key time to speak with a financial advisor is at the opposite end of the work timeline: retirement. Retirement planning is an area where good financial planners can offer a lot of strong expertise. The key is to meet with one before the expected retirement date. “Meeting with a financial advisor several years before retiring is key to getting the best strategies,” explains
Another important time to work with a planner occurs when people need to care for aging parents. Taking on the care of a family member poses a lot of questions and financial implications, such as keeping parents in their homes instead of a retirement facility, or hiring a home health aid. According to
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