We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.
At age 30, I have time to recover from an extended market correction. But, what about when I approach retirement? How might my plan and asset allocation need to change?
We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.