Consult a Financial Planner to Reach Your Goals

May 24, 2012

Equifax recommend using a financial planner to pay off debt and save moneyWhile the average person is often capable of many tasks, we are a culture of specialists. Sure, we could maybe fix a leaky faucet. But when there’s a real leak or pipe burst, we call a plumber. Similarly, while you can probably hang a shower rod, you would consult a professional when it comes to laying the foundation for a new home. Why would how you use and

save money be any different? Jeff Rose explains a number of advantages to finding a financial professional to help you from foundation to retirement in the recent Equifax Finance Blog article, “

Investing Tips: When to Talk to a Financial Planner.”

While most of us consider financial professionals once a year around tax season, there is so much more that they can help you with. Just a short list includes:

  • Investment advice
  • Budgeting help
  • Help with paying off debt
  • Savings assistance
  • Retirement account management
  • Advice about your mortgage or real estate investments
  • Tax preparation
  • Personal insurance guidance

There are many more services available and a financial planner can be invaluable when it comes to planning from the start rather than waiting until you are in the end of your career or facing retirement. The challenge of fixed-income living is very different from working and requires planning and budgeting savings far ahead of time. The amount that you spend on a good financial planner’s services can make the rest of your money grow in ways that you probably aren’t aware of.

Just as with any professional, be sure to shop around and look for recommendations before choosing a financial planner. Make sure that you ask questions and have a clear understanding of services before working with any given expert.

For more

money management tips, check in with the Equifax Finance Blog.

About The Author

Read All Stories By Mitch Levinson

Mitch Levinson is the author of “Internet Marketing: The Key to Increased New Home Sales” published by BuilderBooks. He is an Internet marketing expert with expertise in search engine optimization, website development, email marketing, social media and CRM consulting services. He is known for creating effective programs that can be tracked through analytics to prove effectiveness and ROI. Mitch is founder and president of MLC New Home Marketing and MLC FlatFee Realty, as well as managing partner of mRELEVANCE, LLC, a Marketing, Communication, Interactive agency with offices in Chicago and Atlanta. He currently leads the Chicago team. A Multi-Million Dollar Sales Producer who earned an MBA in Computer Information Systems and eCommerce, he brings a unique perspective and experience to the field of real estate communications. Mitch combines the two interests in order to help home builders and developers gain a competitive advantage through the Internet and technology. When he isn’t behind a computer, he enjoys participating in sports and coaching his kids’ teams. Mitch resides in Arlington Heights, Ill., a northwest suburb of Chicago, with his family, which includes two rambunctious labs. Visit my Google+ profile.

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