Financial Planners: Do I Need One?
You may be considering hiring a financial planner but you aren’t sure you really need one. Is a financial planner a tool everyone needs to utilize? There are six times you should definitely hire a financial planner and three times that you should not. Regardless you will need to research your planner to make sure he is experienced and qualified to help with your situation.
- Most people in this stage of life could at least benefit from a one-time consultation with a financial planner who specializes in retirement planning.
- A good financial planner will help you navigate and prioritize all of these responsibilities so that you can create a secure and enjoyable life for your family both today and in the future.
- If you’re a high earner, you may have the ability to save a lot of money but not know the right way to prioritize things and take advantage of the various tax breaks available to you.
“The XY Planning Network would be a good place to look for a financial planner focused on people in this stage of life.”