Financial Planning Through the Years: Part II
Time & Location
About the Event
As you think about your financial journey, your priorities are likely to change over time, depending on where you are in life. What matters most to you right now? Maybe earnings and career take center stage or has given way to caring for your family and planning for education expenses for your children. Or maybe you were in a long-term relationship but now find yourself suddenly single. Or perhaps retirement and leaving a legacy are top of mind at the moment.
While everyone’s journey is different, you and the person next to you are likely to experience some similar concerns at some point, from immediate priorities, to practical matters, to more aspirational goals. And most if, not all, of these are as important to men as they are to women. It’s important to gain an understanding of what matters most to you through all phases of your life. Doing so can help you align your goals to your financial strategy. During this multi-part financial wellness series, we will walk through each of those life stages and milestones.
PART II: home ownership, caring for your family, estate planning and retirement
Jessica joined Merrill Lynch Wealth Management in 2014 after earning a Bachelor’s degree in Corporate Finance from the University of South Carolina. She focuses on wealth management strategies and guidance for individuals, families and retirement plans. Jessica serves on the board of the Humane Society of South Carolina. She resides in Columbia, South Carolina with her dog, Mallie.
- Paid if You Can$10+$0.25 Service fee$10+$0.25 Service fee0$0
- Free if You Can't$0$00$0