Hiring a Fee-Only Advisor for Major Life Changes

At my age, it doesn’t make sense to pursue a full-time advisor. First off, asset management tends to be for those with substantial holdings, and secondly, I’m pretty “healthy” financially as is. If you think about it in relation to doctor visits, it will make a lot of sense.

When you’re young, you don’t go any more than necessary. Occasionally you’ll stroll in for a check-up to make sure everything’s okay, but that’s about it. As you age, and you’re financial health becomes more complicated, it may make sense to go with something more regular.

There are those special occasions though when the advice of a professional is recommended – one of which is marriage! I’ve been scouting out resources online for newlyweds, but have been thoroughly disappointed with the results.

“ELIMINATE DEBT”

“START BUDGETING”

“SAVE MONEY”

and the worst…

“PAY OFF THAT HONEYMOON!”

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