Empty Nesters

Is it really true? Have the kids left home and are independent and won’t come back?

 

You may have mixed feelings – both happy and sad. But you have a new lifestyle reality. How will you adjust? Learning how to let go and move on is essential if you are to make the most of the empty nest phase and there are many financial matters to attend to.  It is also of paramount importance that you as a couple are on the same wavelength when it comes to how to spend your money and your time.​

Some issues you could be facing:

Reconnecting with your spouse.
Possible changes to your home.
How to spend that extra money you have after support is over.
How much to save of that extra money and most tax efficient way.
Taking stock of what your financial position is and getting better organized.

Will you be able to retire someday?

Because we have worked with clients for over 25 years,

 

we have helped them transition through several life phases so we know the questions you should be asking. You need to focus on your next financial move, which is generally retirement. We can help you begin thinking about this and guide you during the critical years before retirement to make the right decisions and enjoy this golden time of your life. Creating and executing a comprehensive Financial Plan will increase your chances of success.

Questions to Ask when Interviewing a Financial Advisor

 

You know you need some guidance and good, unbiased advice, but how do you know whom you should work with? You don’t know the language of the financial world and everyone you talk to talks over your head. Here is a list of questions that you should ask anyone you are interviewing for one of the most important jobs of their live – Advising YOU!