5 times you should consider meeting with a financial planner - Business Insider

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Financial planners are adept at retirement planning — they can assess how much you should be saving and where you should be investing it to put you on track to your dream retirement

Some of the most exciting life milestones also happen to be the most costly. If you're expanding your family, there's a good chance you'll need to find room in your budget to accommodate the increased expenses — you're feeding, housing, and clothing another human, after all.

A financial planner can sit down and estimate the true costs of parenthood, reorganize your cash flow, and plan for any savings goals you have as a family.Money is often a touchy topic in relationships, especially when your spending and saving habits are at odds. A professional can walk you through which accounts to combine or keep separate, and create a cohesive financial plan that meets both your needs.

 

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Bad timing on the article.

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