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Just Getting Started?

First off, if you have a spouse or a family that is counting on your income, it’s important to make sure that those around you are protected in the event that something unexpected happens to you. Think of it this way, if I passed away yesterday, would my family or those who count on me financially be okay? If the answer is no, it’s important for you to seek out the help of an advisor to set up the appropriate life insurance to get you started. If you haven’t taken care of this yet, we can help. It’s also crucial to make sure you have health insurance covered. You shouldn’t put a dime towards retirement savings or walk down the street without health insurance.

From there, you want to make sure that you have at least $1,000 in the bank. The next step is to get your debt under control. From there, build up an appropriate emergency fund for contingencies to cover you for three to six months of expenses. Once you’ve arrived at your emergency savings goal, it’s time to start planning. Meditate on what you hope to accomplish financially in the next 5 years, 10 years, when you’d like to retire, and contact one of our advisors. We can help you make progress towards the goals that are most important to you.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.