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Financial Planning Has Never Been More Essential

For better or worse, the pandemic has taught us a number of lessons. Perhaps the biggest one is the necessity of planning for the unexpected.

In financial terms, one of the smartest ways to do this is to hire a professional financial planner – a trusted and reliable expert who provides sound advice based on research, experience and facts, instead of probable guesses you may find in surfing internet opinions.

While financial planners can help prepare your budget for the unexpected, there is more at risk during an emergency than just your cash flow. Professionals can also help you make sure your overall financial picture is secure – come natural disaster or pandemic – by offering advice for:

  • Investments. In turbulent economic times, watching the stock market too closely can make you want to buy or sell immediately to avoid loss. Professionals can help you weigh the risks before making impulsive decisions that may have unintended long-term effects.
  • Legal documents. Should an unexpected health need arise, it’ll be vital to have estate planning documents, such as a will, power of attorney or medical advance directive.
  • It’s difficult to navigate tax filing any year, but 2020 (and likely 2021) could be even more complex. Planners can ensure you’re not missing any deductions and taking advantage of all possible credits.

A professional planner offers an objective perspective, and it never hurts to have a second set of eyes on something as essential as finances. Turning to a financial planner early can help you meet unexpected situations with a sturdy foundation – giving you peace of mind and the ability to focus on more pressing matters.

If you’re ready to get your planning in motion, take the next step and set up an appointment with UNCLE’s Wealth Management* team. Visit www.unclecu.org/wealth-management to learn more.

*Available through CUSO Financial Services, L.P. (CFS)

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