Market timing might make you feel like you’re buying low and selling high, but the market isn’t always predictable.
Working with a financial adviser can help you see the bigger picture, beyond the current daily events. That collaboration can help you stay invested to reach your goals.
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!
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.
Emotions can really hinder our ability to move ourselves forward; whether they are frustration, overwhelm, confusion…they all play a role.
Having a trusted adviser can help move you past the emotions that are causing your mind to spin. An adviser can help with those decisions that feel overwhelming, so you can get back to focusing on the things that are important to you.
Sue Peck | Financial Adviser
2701 International Lane, Suite 203
Madison, WI 53704
