4 Money Moves to Make in your 20’s

For many of my peers the last 2-4 years has been a period of much transition. You have graduated college, began establishing yourself in the workforce, and likely have moved out into your own place. Congratulations, things are coming along quite nicely. This transition is one that a lot of people refer to as “adulting.” Now, this is a term that I find sort of cringe worthy, however it unfortunately does a nice job at describing the transition that I am writing about. This period of transition also leads to a lot of money related questions “what am I not doing that I should be doing?” Being a younger financial professional, I do get a lot of questions about what people should be doing at this point in their lives. In an attempt to begin this conversation, I have compiled 4 things to do to serve as a starting point.

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Three Questions to Ask Your Financial Advisor

Three Questions to Ask Your Financial Advisor

I recently found myself in a conversation with the parents of a good friend of mine. This is a family I have known well for many years. They are, of course, aware of my profession, but we have always kept things casual when it came to “business talk.”

In this case we stumbled into a conversation about the markets, which naturally lead to discussions about their financial advisor. They were mentioning that they had been seeing headlines about the market recently and that they should “give him a call to see what he thinks about it.” They then went on to say that they think he does a good job for them but that they weren’t really that sure. I then received an unprompted “Well James, you are a financial advisor, what are the questions we should be asking him?!”

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