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

Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

 

Have A Question About This Topic?







Thank you! Oops!

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

View all articles

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

View all videos