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There are many ways a financial planner adds value to their relationship with clients. At Gary Alpert & Associates, we are always available for you. Some of the questions we help our clients answer include:
A little over a month ago, I traveled to Côte d’Ivoire. Formerly known as Ivory Coast (its name was legally changed to its French translation), it is a country on the west coast of Africa near the equator.
You are sitting at the table with a pile of chips in front of you. Airfare is already covered as is your room and a few meals.
Dude, where’s my cash reserve is never a question you should be asking yourself. Having 6 months of expenses in an FDIC insured account is the only way to go. You shouldn’t have any less, but circumstances may cause you to need more.
The target date is the approximate date when investors plan to start withdrawing their money and you get an asset allocation that is geared to a specific retirement year.
I wanted to start by congratulating you on getting to this point. You’ve worked hard for a number of years and have had the discipline to consistently save and accumulate the nest egg you have today.
Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.
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