Financial Planning in Your 30s & 40s

Even if you aren't close to retirement, financial planning in your 30s and 40s is critical. And if your 30s and 40s feel like they were another lifetime ago, that doesn't mean that financial planning in your 30s and 40s doesn't apply to you. What we're going to cover in this article will still apply to your children and/or grandchildren. Two of our CFP® Professionals, Logan DeGraeve and Matt Kasper, are going to help us with reviewing some key financial planning strategies to consider in your 30s and 40s. Logan just turned 31 and Matt is about to turn 41, so this topic of financial planning in your 30s and 40s is right up their alley. Retirement Plan Checklist: https://bit.ly/44QBkyr Setting Up a Spending Plan for Retirement: https://youtu.be/WLCsavk83e8 Considerations for Retiring Before 62 & 65: https://youtu.be/JbZWycokNhc The Difference Between Good Debt & Bad Debt: https://youtu.be/Xxmv-pA3kQg?si=NtAM6Bk0dTTqGD8q Family Financial Planning with Matt Kasper: https://youtu.be/MX0SvvCwnww?si=tHOZATmUoJJ2Uv6a Life Insurance in Retirement: https://youtu.be/cFWcUe2VADo Retirement Planning Tool: https://bit.ly/45OCTON Meet with us: https://bit.ly/45WfdIo