Planning for retirement and other goals can be daunting, but life changes to get there don’t have to happen all at once.
Making small changes in your lifestyle, whether that’s spending or saving, can add up to big changes in the long run. Reach out to me and let’s work together to move you forward.
September might be the new January, but it’s always a good time to give yourself a fresh start!
Take the time to check in with your spending plan to be sure it still fits your goals. Perhaps it’s time to reach out to a professional to help you move your financial strategies to that next level!
The future is so unknown, so how can you plan for it?
A financial plan can help you determine what to do with the factors you can control, like spending, saving, where you save and how, and how to invest.
Financial scams can impact you or the life of someone you love.
Scams can be hard to see, especially if you’re in the middle of them. Here are some steps you can take to help yourself and others keep control of your finances.
Choosing the right financial adviser for you can be a difficult task. What are the right questions to ask when you meet with someone?
Is that person a fiduciary? Do they have the certifications you’re looking for? How do they get paid? These questions all might play a role in helping you find the person who’s the right fit for you.
Sue Peck | Financial Adviser
2701 International Lane, Suite 203
Madison, WI 53704
