Ever bought life insurance from your friendly neighbor or got a hot real estate tip from Cousin Joe? You're not alone. We all love supporting friends and family, but when it comes to serious financial planning, it might be time to call in the pros. Sure, Cousin Joe might throw a great BBQ, but does he have four modules of training in financial planning? Probably not. Enter the licensed financial planners, the superheroes of personal finance. These aren't your everyday insurance or unit trust agents. They're equipped to tackle the big picture, save you time, and build long-lasting relationships. If you’re tired of chasing quotes and playing phone tag with Agent A, B, and C from Companies D, E, and F, maybe it's time to consult a financial planner. Looking for more professionalism, exposure, and efficiency? Don't worry; we're not firing Cousin Joe; we're just hiring a financial planner.
A lot has been written about the dismal circumstances of many American baby boomers who are not financially prepared for retirement. If you are just an average person and earning an average salary, how do you prepare for a comfortable retirement?
Below is another case study I've done for a reader. This is the email I received from him. Dear KC, I will be 40 years old soon. I am married with a
Some people knowingly jeopardize their retirement to pursue other goals. Are you willing to sacrifice your retirement to fulfill another goal?