Future Planning


When we are young we are asked what we want to be when we grow up. We settle on a direction and, formally or informally, plan how to get there. But what if that job is no longer there when we finish training or school or if we find we lose interest in that field along the way? Many end up in a different occupation or profession and might move through a series of jobs and companies. Others find they must start their own business or invent their jobs where they work. In any case, the road is rarely a straight path.

Since there is so much change and uncertainty in our world, we often put off other important planning such as retirement. We procrastinate about our future planning. Suddenly realize we need to do something. Fortunately, most companies have retirement plans of one type or another and a specified amount is put away for Social Security so most have something when they arrive at retirement. But there is still no certainty about what will be need. What medical needs will we have? How much time do we want to spend traveling? What do we need for our children and grandchildren?

A Certified Financial Planner (CFP) can help. He or she can work with you to determine what you will need and build a plan to get there. No matter what stage of your life you are in, you can always start investing today and a CFP is a great partner to do just that.

You can help make your dreams of retiring at the lake or traveling come true. Talk with Les Merritt, CFP and CPA, today to be sure your plan in place and that you have done everything you can to reduce the risk for your later years. In fact, effective investment today may increase your ability to enjoy your passion today without guilt about tomorrow. Call Les at (919) 269-8553 and make an appointment with your destiny.

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