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.
You’ve changed jobs and find out you’ve got a retirement plan you can invest in! That’s great news! Wait…did you have one at your last job? Did you invest in that?
If you find yourself with a new retirement plan, I can help you figure out how to invest in that plan in a way that’s right for you, and also find and consolidate those old plans so they are easier to keep track of.
2020 has been…hard. Unfortunately, it will not be the last hard thing we will go through in life, but lessons learned will benefit us in the future.
Working with an adviser can help you plan for the ups and downs of life, and modify that plan when things change.
Sue Peck | Financial Adviser
2701 International Lane, Suite 203
Madison, WI 53704
