When do you need a financial planner?

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When do you need a financial planner?

Rounding it up

  • Financial planners help clients look at and prepare for their long-term financial future.

  • People who understand and have time to manage their own finances do not need a financial planner.

  • However, if you’re preparing for a raise, an inheritance, a divorces, retirement, taxes, or another major financial decision, consider getting some professional advice.

  • If you decide not to proceed with a financial planner, make sure to do your own research. For example, the Canadian government offers free financial planning resources and tools.

6 min read

Cedric Jackson
#financial planner#finances#financial advisor#saving

Cedric Jackson

Cedric Jackson is a crypto writer, sharing his experience to educate and inform people about Bitcoin, cryptocurrency, and blockchain technology, aiming to provide a global perspective on the events shaping the development of the new crypto economy.

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