Getting married comes with the added fun of figuring out what to do with your finances together.
If you’re starting together in your 20’s, 30’s or even later in life, you still need to talk about your views on money. Having a financial adviser can help you navigate those conversations.
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.
You know what’s harder than saving up an emergency fund? Spending it.
Should you save and invest extra money, or use it to support the local economy? Both are great options, and it’s important for you to choose what’s right for you
Sue Peck | Financial Adviser
2701 International Lane, Suite 203
Madison, WI 53704
