Navigating this transition can be complex, and a financial advisor provides a professional, objective perspective when you need it most. They can act as a trusted third party to help you and your spouse bridge differences and see potential blind spots. Their role is to provide clarity, consolidate and simplify your accounts, and help you create a unified, long-term strategy that gives you both confidence for the future.
Are you asking the right questions about your 401(k)? This guide shifts your focus from chasing last year's performance to the three critical factors that truly build wealth: your savings rate, the employer match, and smart, simple strategies for a secure retirement.
