Should you hire a financial advisor? To find out the answer, a great question to ask is whether your financial life today is meaningfully improved from where it was 3 years ago.
Have you read our post about the Importance of Car-Buying Decisions? If you haven’t, you should.
The average new car purchase price in America today is more than $36,000. That is an astonishing number, considering the financial situation of the average American today.
A part of the Give.Save.Spend. teaching philosophy we mentioned before, involves SPEND. That is often the most exciting one of the three for kids (and most adults). It certainly can be with my children…and me to be honest.
Side-note: It is fun to spend money, especially when you know it is a part of your overall financial plan. No excuses. No regrets. No questions. No shame. No blame. Good, clean spending.
Okay, back on point…
When we work with clients we work through the seven major areas of financial planning for each individual plan.
- Cash-flow Planning
- Investment Planning
- Retirement Planning
- Insurance Planning
- Tax Planning
- Estate Planning
- Education Planning