Meeting With a Wealth Manager was a Birthday Present
When my husband turned thirty years old last week, my father gave him a strange birthday present. He scheduled a meeting for my husband to meet with his Wealth Manager at the investment firm downtown. I think that my father believes that it is time for my husband and I to get serious about our future financial goals. He knows that we have a hefty savings account and that we do not dabble in the stock market. Perhaps my father is correct in his belief that we need professional advice at this stage in our lives. We do not to understand what the future holds for us financially.
