They’re legally required to educate you and tell you whether or not you have an issue that needs to be addressed. Ian R is drinking a Life Moves Pretty Fast by 3D Beer at The Raven of Bath Ltd. And if you’re concerned about a planner creating an artificial need or overselling you, find a fiduciary. Even if you think you don’t need any help or your situation hasn’t changed, a financial planner may be able to see something you don’t. And if you don’t have one, consider meeting with a few and finding one that works well with you and your situation. That’s why it’s good to periodically meet with your financial planner. That is, we usually think about things only when they need to be taken care of, or after something has happened. Sometimes we tend to be reactive, rather than proactive. We get caught up with our careers, family, friends, among other things. Or, it may mean preventing you from a bad financial decision (bitcoin, or unnecessary debt). An example being hanging onto an investment you fell in love with and don’t want to sell, but the prudent thing to do is to sell. A person should not believe in an -ism, he should believe in himself. Not that I condone fascism, or any -ism for that matter.
Another example would be a child that is going to college, a job change, death, divorce, or 2018 being the year you plan to retire.Ī financial planner will be able to provide another set of eyes to your situation to perhaps think of things you may not have, or to potentially look at your situation objectively, without any personal bias you may have. If you dont stop and look around once in a while, you could miss it. A recent example would be how the new tax law affects your situation. The reason it’s important to meet with your planner is that he or she can ask questions and propose situations that you might not even be aware of or think about. Life can often feel like it’s moving too fast, with time passing by in the blink of an eye. That’s why it’s important to meet with your financial planner to see if anything has changed, and if there’s anything that needs to be done to assist with those changes.
If you don’t stop and look around once in a while, you could miss it.” In the classic 80’s movie, Ferris Bueller’s Day Off, Ferris Bueller says, “Life moves pretty fast.
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