Reacting to down markets is a good way to derail progress made toward reaching your financial goals. Keep these 3 lessons in mind during periods of volatility that can help you stick to your well-built plan.
At Cogent Strategic Wealth, we educate our clients on their choices. As the leader of your family, you get to decide what is best for you. Working with Cogent Strategic Wealth, you will be able to focus on your life now and we look out into the future, so you can feel confident you'll end up where you want to be.
Rather than trying to react to market mood swings caused by unexpected inflation and rising interest rates, here are proactive steps you can take instead to be ready for a possible recession. While we do not have a clear crystal ball, it is better to be well prepared than not.
The same elements apply to a big career transition or retirement when your goal is to create a fulfilling life. It is critical to focus on your mindset and not just the money.
There are a number of reasons why wealthy clients may still wish to consider long term care insurance, even if a long term care event would not compromise their lifestyle in retirement.
Research shows that putting together a Life Plan increases the odds that you have a successful transition or the retirement that you deserve. Watch our recent webinar to learn how to get started on that plan.