“I’m at least 18 years from retirement. Should I be working with a financial advisor now or would they think it was a waste of their time until I get closer?”
Start today. Please don’t confuse investment advisors with financial advisors. Investment advisors are only interested in taking charge of your investments. They want you to show up on their doors the day you retire and hand them a big check to manage. Quality financial advisors work with you on many parts of your financial life – investments, income taxes, estate planning, and many more. Financial advisors are very interested in assisting you with these issues as early as they can. They can assist you in making important decisions long before your last day of work. If you wish a referral to one of our More than Money advisors, all you need do is ask.
Gene answers your neighbors financial questions on More than Money.
Send in your concerns: Gene@AskMtM.com