Financial planning is a lifelong process that evolves as an individual's needs and priorities change over the years. Understanding these changes and being able to address them is key to helping clients navigate their financial journey.
In your 20s and 30s, you may be just starting out in your career and making important financial decisions such as accepting a new job, starting a family, or buying a home. These decisions will have a long-term impact and it's important to have valuable planning conversations early on.
As you move into your 40s and 50s, you may be in your peak earning years, but you may also be thinking about saving for the future, paying for college, and possibly even planning for aging parents. It's important to be able to help navigate these challenges and make informed decisions.
In your 60s, retirement is likely a top priority. This is a time when you may be transitioning out of employment, thinking about Social Security claiming, and considering healthcare planning. It's important to be able to make informed decisions during this stage.
As you move into your 70s and beyond, you may have made most of the big financial decisions, but you still need guidance on topics such as health insurance and estate planning. You may also need support when a spouse or partner becomes ill or passes away. It's important to have a financial advisor who can help you at every stage of your financial journey.
The commentary on this website reflects the personal opinions, viewpoints and analyses of the Ascend Investment Partners employees providing such comments, and should not be regarded as a description of advisory services provided by Kesler, Norman & Wride, LLC dba Ascend Investment Partners or performance returns of any Ascend Investment Partners Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Ascend Investment Partners manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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