Investment Read Time: 3 min

Key Money Moments: 4 Times You Should Talk to a Pro

The top of the infographic has a small circular labyrinth and a path exiting the labyrinth that leads down to the title of the infographic. The title is Four Times You Should Consider Talking to a Financial Pro.The top of the infographic has a small circular labyrinth and a path exiting the labyrinth that leads down to the title of the infographic. The title is Four Times You Should Consider Talking to a Financial Pro.The path from the labyrinth leads down to the first image and text. The image is a baby being held in hands and facing the camera, with the title underneath reading, Expected Life Changes. The text underneath reads, there are some life changes that you anticipate: a new baby, a new marriage, a new home. But exciting changes may bring additional financial responsibilities. Your financial pro can offer crucial insights at these moments.The path from the labyrinth leads down to the first image and text. The image is a baby being held in hands and facing the camera, with the title underneath reading, Expected Life Changes. The text underneath reads, there are some life changes that you anticipate: a new baby, a new marriage, a new home. But exciting changes may bring additional financial responsibilities. Your financial pro can offer crucial insights at these moments.The path from the labyrinth leads down to the second image and text. The image is of a person sitting at a desk across from a couple who has documents in front of them. The person across from the couple is handing a pencil to one person in the couple. The title below the image is Unexpected Life Changes. The text underneath the image reads, what happens after you sell your business or decide to invest in one? Your financial pro can help with managing proceeds, structuring payments, and looking out for your best interests.The path from the labyrinth leads down to the second image and text. The image is of a person sitting at a desk across from a couple who has documents in front of them. The person across from the couple is handing a pencil to one person in the couple. The title below the image is Unexpected Life Changes. The text underneath the image reads, what happens after you sell your business or decide to invest in one? Your financial pro can help with managing proceeds, structuring payments, and looking out for your best interests.The path from the labyrinth goes down to the third image and text. The image is of two men carrying backpacks and coffee walking through a European-style city, held in hands and facing the camera, with the title underneath reading, A Big Cash Outlay. The text underneath reads: Thinking of purchasing a vacation home or partnering with a family member on an investment? Your financial pro can help you ask the right questions and ensure you're clear on risks, possible rewards, and any impact on your overall investment strategy.The path from the labyrinth goes down to the third image and text. The image is of two men carrying backpacks and coffee walking through a European-style city, held in hands and facing the camera, with the title underneath reading, A Big Cash Outlay. The text underneath reads: Thinking of purchasing a vacation home or partnering with a family member on an investment? Your financial pro can help you ask the right questions and ensure you're clear on risks, possible rewards, and any impact on your overall investment strategy.The path from the labyrinth goes down to the fourth and final image and text. The image shows a woman and a man hiking on a green cliff overlooking a beach and the ocean. The title underneath reads, Nearing Retirement. The text underneath reads: Timing your retirement is one of the biggest lifestyle decisions you’ll make. It’s important to make sure your investments are prepared for the next stage of your life. Your financial pro can review your investment strategy and see if you need to adjust your approach.The path from the labyrinth goes down to the fourth and final image and text. The image shows a woman and a man hiking on a green cliff overlooking a beach and the ocean. The title underneath reads, Nearing Retirement. The text underneath reads: Timing your retirement is one of the biggest lifestyle decisions you’ll make. It’s important to make sure your investments are prepared for the next stage of your life. Your financial pro can review your investment strategy and see if you need to adjust your approach.
 

Related Content

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

 

Have A Question About This Topic?







Thank you! Oops!

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

View all articles

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

View all videos