Talk to Your Financial Professional about What Keeps You Up at Night
As the COVID-19 pandemic continues, the list of things that Americans are worrying about continues to grow. And almost certainly, concerns over finances are toward the top of many lists. Worries over both day-to-day finances, as well as longer-term planning and strategies for retirement are on the minds of many these days.
The good news is that these concerns are exactly what financial professionals can help address. But it is a two-way street. What if the clients aren’t bringing up these concerns with their financial professionals? Unfortunately, this is the case for many people who are currently working with a professional, according to a. Concerns over market volatility, outliving their money in retirement, and the rising cost of living are all top of mind, but a shocking number of people are not bringing these topics up with their financial professionals.
