Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Did you know if you’re 50+ you can put more money into your IRA annually?
When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups with: “Do you drink?... Do you smoke?... How much exercise do you get a week?... Are you experiencing any pain?” Those questions, although simple, are critical to doctors. They use those questions to establish a baseline for how they will conduct the rest of the appointment and their advice and recommendations moving forward. An appointment with your financial planner works the same way.
There are specific things about your life, your spending habits, and your future plans that are critical to the plan that your advisor will lay out for you.
Your visit can be a lot more effective, and a lot more comfortable, if you know these basics ahead of time. In order to be prepared for your visit with a financial planner, make sure you think about these five points before you walk through the door.
Gretchen Stangier, CFP | Call today 503-257-0057 | At Stangier Wealth Management we provide our clients with the individualized attention and service that they deserve.
We understand the complexities of today’s investment environment and have the knowledge and experience to provide our clients with workable solutions to help them pursue their financial goals.
Your job is to live today while we look out for your financial future. We are here to help you navigate obstacles and help keep you on track every step of the way.
Stangier Wealth Management • Gretchen Stangier, CFP® • firstname.lastname@example.org
9955 Southeast Washington Street, Suite 101 • Portland, OR 97216 • Portland 503-257-0057 • fax 503-252-0073 • toll free 877-257-0057
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