Page 3 - Intervention Magazine Issue July 2021

WHY

USE AN

ADVISOR?

BY: JOSH FRIEDLANDER

THE POWER OF EXPERIENCE

A f t e r y o u h a v e f o u n d , o r i f y o u a l r e a d y h a v e a n a d v i s o r , i t
i s t i m e t o p u t t o g e t h e r a p l a n a n d t h e n a c t . The biggest
mistake we see is a mismatch between objectives
and implementing a plan.

D o y o u w a n t t o r e t i r e e a r l y ? H a v e a s u n s e t l a t e r i n y o u r
c a r e e r ? O r p l a n t o c h a n g e e n t i r e l y i n t h e f u t u r e a n d
m i g r a t e f r o m p r a c t i c e t o m o r e t e a c h i n g r e s p o n s i b i l i t i e s ?

I d e n t i f y i n g t h e s t e p s n e c e s s a r y t o m a k e y o u r g o a l s a
r e a l i t y i s v i t a l . I d e a s a r e m e a n i n g l e s s u n l e s s a c t e d u p o n .
I t ’ s t i m e t o r e v i e w s t u d e n t l o a n d e b t , u p d a t e d i s a b i l i t y
a n d l i f e i n s u r a n c e c o n t r a c t s , g a t h e r s t a t e m e n t s o n
r e t i r e m e n t p l a n s f r o m y o u r p r i o r e m p l o y e r a n d r o l l o v e r i f
a p p r o p r i a t e , o p e n a d d i t i o n a l r e t i r e m e n t a n d b r o k e r a g e
a c c o u n t s , a n d m a k e p l a n s f o r y o u r c h i l d r e n .

"THE BIGGEST MISTAKE WE SEE
IS A MISMATCH BETWEEN

OBJECTIVES AND
IMPLEMENTING A PLAN. "

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