April 26, 2017

Welfare Prevention Is Financial Planning

Kittenomics #20

If your father finished one plate at dinner, was starving for a second, and said nothing, you would scold him for being too self-reliant. Yet, when financial troubles are starving you of life’s happiness, often you do the same. Like Sandra Bullock in 28 Days, many of us need to wear a sign saying, “Confront me if I don’t ask for help” especially when it comes to financial matters.

Finances are complicated. We have multiple bank accounts, brokerage accounts, retirement plans… and the list goes on. All the complication can be stifling. Luckily though, financial planners see complication as opportunity. Tax and retirement planning are a financial planner’s bread and butter. When it comes to financial needs especially, don’t be afraid to ask for help.

Whether it’s planning for retirement or finding the money to pay off debt, seeking a second opinion on your finances is a great idea. This kitten needed help finding the money to buy a house. She partnered with her local financial planner and set up a better budget, opened a brokerage account, and planned the course from renting to home owning.

Way to go, kitten!


With what financial task do you wish you had help?


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To read more about this topic check out What Is Comprehensive Wealth Management?

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Photo taken by Stefano Mortellaro and used here under Flickr Creative Commons.

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About Megan Russell

Megan Russell+ is the Chief Operating Officer for Marotta Wealth Management. She studied Cognitive Science at the University of Virginia and now specializes in explaining the complexities of economics and finance. Megan loves formal logic, creative writing, and kittens.

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