As you continue to progress in your working career, you begin to face more complex issues surrounding how to better grow and preserve your income and wealth. If you have a family, your income is further stressed from the demands of growing children. Some of the key issues you may face are:

We’ve been handling finances on our own up to this point, but things are really getting more complicated. Should we hire a financial advisor and on what issues can they provide us help and guidance?

  • How can we reduce our income taxes?
  • I’ve recently changed jobs. What are the pros/cons of leaving my investments in my old 401(k) vs rolling them over to an IRA?
  • What’s my retirement number? How much should I save toward this goal to be able to someday be financially independent?
  • Should we buy a bigger house or stay put?

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