Talk with an Adviser
x
Talk to an adviser who understands you
We’ll Do This Together, Won’t We- By Bonnie Moseley, Wealth Adviser

COVID – 19 – “We’ll Do This Together, Won’t We”. This may have a different meaning for folks that are managing a household and the household finances alone. As I’ve read articles and social media posts throughout this time, I notice that I am starting to see posts such as “for one person it may be a vacation, for another it may be hardship”. Hardship presents in many forms and one of them is being the sole provider and decision maker for a household, whether you have children or not.

For many single women, it relieves stress and pressure to have a plan in place – a plan that addresses the worst case scenario. If you can make it through the worst case, you can make it through anything, right? There is an interesting article by Investment News – “Many Investors are Seeking Out Financial Advice for the 1st Time”, but still approximately 85% of Americans don’t have a financial advisor. CLICK HERE FOR ARTICLE  If you ask me, it’s because it’s hard to know what to look for in an advisor, hard to understand this industry and where your advisor fits in, how to know their advice is solid and not fun to feel like someone is trying to sell you something.

Having a financial plan in place, what your adviser is going to actually do when the market has volatility and negative returns and what YOU are going to – knowing this in advance – is, for me and my own personal situation, as well as for my clients, the best way to guard against fear, acting on emotion and taking risks in areas where I think I’m playing it safe.

Reach out to us, let us educate you about our industry, where we fit in and where you fit in, and show you how we have handled the COVID – 19 situation with our clients, both regarding their financial plans and investments. Personally, I am so proud of my clients; we stuck to our plans and are seeing it through together.

 

Best,

Bonnie Moseley CFP®

Wealth Adviser for IDA

Bonnie Moseley Bio Here

 

Connect With An Adviser Today