As life becomes more complicated, your financial affairs and responsibilities become a juggling act. There is a constant struggle with balancing your personal and professional life.
During this stage of life, you must direct your savings appropriately.
Mistakes NOT to make:
- Overfunding one area
- Sacrificing retirement by saving for college tuition
- Having assets in your child’s name
- Having numerous bank accounts, credit cards, and old 401ks or IRAs with no organization
- Blind investing
With more money on the line, you might be feeling the need for additional guidance, but it is hard to find the time. This is why we created our virtual advice model.