“How do I protect what I already have?”
It’s a wealth management question we hear every day.
After all, you’ve worked hard to gain what you have. You’d hate to see it frittered away.
Finalizing your wealth protection strategy is best accomplished when you and your financial advisor build a plan that reflects your risk tolerance and long-term financial goals. At the same time, there are things you can do to put yourself on the best possible path before that meeting. That’s where this article comes in.
Today I want to discuss the strategies you can use, loosely based on your age. We see folks every day that have addressed these issues at all ages; some are proactive twenty-somethings, others are later to the game, and some are addressing them at retirement.Read more...