Working with a Financial Advisor
You wouldn’t let just anyone manage your money or guide you through one of life’s most pivotal milestones. Knowing who to trust with your retirement can make all the difference. With so much on your shoulders, you deserve a steady hand to help you navigate the road ahead.
In this week’s Better Money Boston with WCVB Channel 5, Nicholas J. Colantuono, CFP® explains how a financial advisor can provide clarity and confidence on the journey to and through retirement.
Creating a Personalized Plan
Every person’s retirement story is different, so every retirement plan should be tailored to their unique financial situation. A personalized plan allows for custom strategies that align with your risk tolerance, retirement goals, and other specific needs.
When crafting your plan, one way to ensure your financial wellbeing remains at the forefront is to work with a financial professional who is a fiduciary — someone with a legal obligation to act in their clients’ best interests.
Instilling Confidence in Your Decisions
Making financial decisions on your own can be overwhelming, often leading to doubt and confusion about the right path forward. After all, retirement is a major turning point, involving a wide range of important choices around Social Security, taxes, investment planning, and more.
Many of these decisions can have unintended consequences if not handled carefully. Working with a financial advisor can help instill confidence in your decision-making process, providing guidance and clarity as you navigate this next chapter.
Providing Peace of Mind During Major Life Changes
One constant in life is change, and that’s especially true when transitioning into retirement. You’re moving from a life of working, earning, and saving to figuring out how to generate income from what you’ve built. Along with major life events like marriages, divorces, births, and job changes, important factors such as taxes, healthcare, and estate planning become key considerations.
There’s a lot to think about with all the what-ifs on the road ahead. That’s where an advisor steps in, helping you build a plan designed to withstand these changes. You can have peace of mind knowing your plan can adapt as your life evolves.
Information presented in our podcasts is considered current as of the created date. Over time, some information presented may become stale. We recommend you consult with your Financial Professional before making any changes based on information contained here.
Johnson Brunetti is a marketing name for the businesses of JB Capital and JN Financial.
Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.
The guarantees provided by any type of insurance contract are based on the claims-paying ability of the insurance company.
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