Is it Time to Hire a Financial Advisor? How Do You Even Do That?

Jul 25

For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a professional. This could be at any stage of life; it’s more about the individual situation and how an advisor can help.

Here are a few common situations:

• You’ve got your first big job – but you are still carrying a lot of education debt
• You have equity compensation and need to understand the benefits, the process, and how to minimize the tax impact
• You want to enjoy your life now – but want to create the option to retire early, or for one spouse to stop working
• You own your own business
• You have a blended family
• You have young kids to save for, aging parents that need help, and you want a secure retirement
• You’re ready to retire and need to create income from your savings

The above situations are very different, and the advice a... ...