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U.S. News & World Report: Kris Carroll Featured in “When Your Adult Children Launch: What to Do with the Money You Aren’t Spending on Them"

Kris Carroll

- CFA®, CFP®

3 minutes

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Kris Carroll, PhD, CFA®, CFP®, Managing Director and Financial Advisor at Wealth Enhancement Group was featured by U.S. News & World Report in “When Your Adult Children Launch: What to Do with the Money You Aren’t Spending on Them.”

"When the kids have just left, this is the time to downsize. It’s much better to think about this now instead of trying to do it later. The most successful downsizing happens when you’re young, when you’re in your 40s or 50s. If you wait too long you become too invested in the home, too ingrained with the old lifestyle,” Carroll adds.

Access the full article written by Erica Sandberg here.

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances.

Head shot of Kris Carroll

Managing Director, Carolinas

Charlotte, NC

Although he formally began his career at Carroll Financial Associates, Inc. in 1998, Kris Carroll’s interest in investment management started much earlier. As the son of two CERTIFIED FINANCIAL PLANNER™ practitioners, he spent many evenings at the dinner table listening to his parents talk about the markets, investments, and helping their clients plan for retirement.

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