Marti Awad CFA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by The New York Times in “Keeping a Midlife Crisis From Wrecking Your Retirement Plan.”
If you’re considering a major expense, like a dream vacation on a milestone birthday, Ms. Awad suggests reviewing your retirement plan first. Financial planners have software that can run a “stress test” to analyze the effect of the purchase, she said.
Access the full article authored by Juli Fraga here.
