When Is the Right Time to Hire a Wealth Advisor?
When you were early in your career and retirement was decades away, “wealth management” may not have been something you thought much about. At that time, you may have been more focused on accelerating your career path and making sure you were making the max contribution to your 401k, along with building a comfortable nest egg.
But as you get closer to retirement — within a decade or so — managing your finances and your assets increases in complexity.
That’s where a wealth manager comes in.