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Question:
Brad
My wife and I are moving into a new house next month, and are expecting our first baby in late May. We will both be in our early 30's and although we have some retirement funding in motion, I want to make sure that I am not banking on something that will not support my family when I retire. To make sure I am going to be ok, where do I start? I would like to see a financial planner, but time keeps ticking, and we never seem to make this a priority.
Help!
Mark
Answer:
Hello Mark,
First of all Congratulations! on the expected new born. It is always difficult to know where to begin when your looking at something so important as financial planning. You are doing the right thing by contacting someone now before it becomes extremely hectic in your life. I would be more than happy to either meet with you and your wife to discuss all of your goals and concerns. Let a financial planner make your goals there priority.
Brad Cross CFP,
Answered By: Brad Cross
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