Aug 21, 2014 Dealing with Times of Transition
I am putting together a series of blog posts on dealing with times of transition. These are not meant to “put a bow” on a complex situation, but to highlight a couple of items that are easy to miss when you are making complicated decisions that have long term consequences in a time when you are most likely highly emotional. I believe that the best use of a financial advisor is as your decision guide. You have big choices to make. Discussing them with someone who has seen the outcome over and over, who can explain the choices and help you manage the risk if you are wrong can be the best investment you make.
Think about the times in your life when you had to make the big choices. Getting married, the birth of your children, going through divorce, the death of your parents, remarriage, your first job. These are the moments when making a good decision is most important. We use the “best path forward” approach because there may not always be one right answer for everyone, but with a little guidance, everyone has their best path forward.
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