In my career as a wealth advisor, I meet with lots of professionals just starting out in their wealth-building journeys. I love seeing folks get a head start on investing to let time and compound interest work for them.
But for many others, the freedom they get from those first few paychecks can be a source of temptation, whether it’s spending the whole thing or even spending beyond their means.
No matter your level of investment or where you are in your retirement journey, the first quarter of 2025 has probably felt chaotic. We’ve been drinking from a fire hose with many headlines and announcements flying around. If you had looked at your statement from January, you likely would have felt pretty good. Mid-March, you probably started thinking, what’s going on here? Do I need to make some adjustments?
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