Marriage changes so many things. I mean, it’s one of the biggest relationship status updates you can make on Facebook. You most likely are starting to make a home with someone, not just live with them. Nothing can bring two people together like marriage, except maybe a bank account. This week on the Let’s Talk Future show we shared some pretty interesting facts about how people save. Rather, the differences in peoples saving habits as it relates to their jobs and personal lives.
Your Future. Your Goals. Your Plan.
At the end of the day it’s important to remember to plan. Planning is an essential to lots of things in life. Retirement, Marriage, a night out, they all take some amount of planning. Ask your employer if they have a plan to offer. Consider all of your options. Contact an advisor who can help you plan for your future. Just because a boss might not be fond of it, doesn’t mean it’s not right for you. It’s your future, your goals, your plan.
We take listeners through our process for planning, investing, and saving for the future every week. This week we had Cyndi Meyers from Peoples Bank on to discuss the reality about reverse mortgages. To hear her full interview, listen here.
Ep. 79 Spending and Single, or Married with Money
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- Fun with Number Segment/Facts on Micro-Brewery’s (3:46)/(8:00)
- Text questions about investing for your kids, and creative answers. (12:52)
- Caller asks about transfer taxes and getting a good quote. (16:01)
- Cindy Myers of People Bank Joins the conversation answering your mortgage questions (19:38)
- What is a Reverse Mortgage? (22:19)
The information contained in this blog does not purport to be
a complete description of the securities, markets, or developments
referred to in this material. The information has been obtained from
sources considered to be reliable, but we do not guarantee that the
foregoing material is accurate or complete. Any opinions are those of
professionals at Keiron Partners and not necessarily those of Raymond
James. Expressions of opinion are as of this date and are subject to change
without notice. There is no guarantee that these statements, opinions or
forecasts provided herein will prove to be correct. Investing involves risk
and you may incur a profit or loss regardless of strategy selected. Raymond
James Financial Services, Inc. does not provide advice on mortgages.
Cindy Myers is not affiliated with Raymond James.