Investment Read Time: 3 min

Key Money Moments: 4 Times You Should Talk to a Pro

The top of the infographic has a small circular labyrinth and a path exiting the labyrinth that leads down to the title of the infographic. The title is Four Times You Should Consider Talking to a Financial Pro.The top of the infographic has a small circular labyrinth and a path exiting the labyrinth that leads down to the title of the infographic. The title is Four Times You Should Consider Talking to a Financial Pro.The path from the labyrinth leads down to the first image and text. The image is a baby being held in hands and facing the camera, with the title underneath reading, Expected Life Changes. The text underneath reads, there are some life changes that you anticipate: a new baby, a new marriage, a new home. But exciting changes may bring additional financial responsibilities. Your financial pro can offer crucial insights at these moments.The path from the labyrinth leads down to the first image and text. The image is a baby being held in hands and facing the camera, with the title underneath reading, Expected Life Changes. The text underneath reads, there are some life changes that you anticipate: a new baby, a new marriage, a new home. But exciting changes may bring additional financial responsibilities. Your financial pro can offer crucial insights at these moments.The path from the labyrinth leads down to the second image and text. The image is of a person sitting at a desk across from a couple who has documents in front of them. The person across from the couple is handing a pencil to one person in the couple. The title below the image is Unexpected Life Changes. The text underneath the image reads, what happens after you sell your business or decide to invest in one? Your financial pro can help with managing proceeds, structuring payments, and looking out for your best interests.The path from the labyrinth leads down to the second image and text. The image is of a person sitting at a desk across from a couple who has documents in front of them. The person across from the couple is handing a pencil to one person in the couple. The title below the image is Unexpected Life Changes. The text underneath the image reads, what happens after you sell your business or decide to invest in one? Your financial pro can help with managing proceeds, structuring payments, and looking out for your best interests.The path from the labyrinth goes down to the third image and text. The image is of two men carrying backpacks and coffee walking through a European-style city, held in hands and facing the camera, with the title underneath reading, A Big Cash Outlay. The text underneath reads: Thinking of purchasing a vacation home or partnering with a family member on an investment? Your financial pro can help you ask the right questions and ensure you're clear on risks, possible rewards, and any impact on your overall investment strategy.The path from the labyrinth goes down to the third image and text. The image is of two men carrying backpacks and coffee walking through a European-style city, held in hands and facing the camera, with the title underneath reading, A Big Cash Outlay. The text underneath reads: Thinking of purchasing a vacation home or partnering with a family member on an investment? Your financial pro can help you ask the right questions and ensure you're clear on risks, possible rewards, and any impact on your overall investment strategy.The path from the labyrinth goes down to the fourth and final image and text. The image shows a woman and a man hiking on a green cliff overlooking a beach and the ocean. The title underneath reads, Nearing Retirement. The text underneath reads: Timing your retirement is one of the biggest lifestyle decisions you’ll make. It’s important to make sure your investments are prepared for the next stage of your life. Your financial pro can review your investment strategy and see if you need to adjust your approach.The path from the labyrinth goes down to the fourth and final image and text. The image shows a woman and a man hiking on a green cliff overlooking a beach and the ocean. The title underneath reads, Nearing Retirement. The text underneath reads: Timing your retirement is one of the biggest lifestyle decisions you’ll make. It’s important to make sure your investments are prepared for the next stage of your life. Your financial pro can review your investment strategy and see if you need to adjust your approach.
 

Related Content

How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Have A Question About This Topic?







Thank you! Oops!

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

View all articles

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

View all calculators

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Rightsizing for Retirement

What does your home really cost?

View all videos