Investing for Future Planned Expenses

Beyond the future expenses of retirement itself, there may be other expenses you need to consider. A common large expense is future college expenses. Other expenses may include fun things like a home remodel, a series of vacations, or a new car. It can be fun and fulfilling to name and conquer those planned expenses. If you communicate those goals with your financial advisor, more times than not, there are things he or she can bring to light that add value to those conversations. Many subjects that clients think are too mundane or innocuous to bring to our attention have brought surprisingly positive outcomes.