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Rome Financial Planners

Rome financial planners have the professional resources you need to make sound decisions about your future. Although most working professionals in Rome know how to save money, prepare their taxes and plan for retirement, Rome financial planners bring a wealth of experience and training to these tasks. When you work with a Rome financial planner, you'll have the benefit of drawing from a Georgia monetary planning professional's knowledge of personal money management.

The city of Rome draws from a number of industries to create a strong, diverse economy. Manufacturing, technology, health care and telecommunications are among the leading contributors. Rome is also a popular destination for tourists, who are drawn to the city's sports events, cultural sites and historic buildings. Single professionals, married couples and families in Rome can expand the potential of their personal financial planning strategies by working with a qualified Rome financial planner.

Honing Your Saving Strategies

Saving money is a goal that many couples and families share, but in today's economy, setting aside extra money each month may not seem realistic. After you've covered your mortgage, groceries, transportation and insurance costs, household maintenance, clothing and other essential expenses, you may be left with very little cash left over to pad your savings account. If you do manage to build a small savings, an expensive car repair or a last-minute anniversary gift can quickly deplete your funds.

Georgia financial planners excel at helping families find room in their budgets to build a savings fund. A Rome financial planner will review your budget with you to identify areas where you could trim your expenses. If you have gym memberships that you're not using, paid subscriptions to magazines or websites that you haven't checked for months or an expensive daily cappuccino habit, a rome financial planner might suggest that you give up these expenses for the sake of your savings account.

Having a more substantial sum tucked away may motivate you to accelerate your savings plan. In person or online Financial planners may recommend selling some of your personal belongings in order to kick start your savings plan. Outdated electronic equipment, extra furniture, jewelry and other personal items can be sold online or at a local garage sale. If you've been thinking about cleaning out your attic or garage, this may be the perfect time to earn a bit of extra cash to contribute to your GA savings account.

Financial planners promote the benefits of having an emergency savings account that holds at least 6 months worth of living expenses. While this goal may be ideal, you can increase your family's security with a much smaller sum of $1,000 or even $500 in savings. A $500 savings account gives you the cash you need to cover an insurance deductible, an emergent plumbing repair or an unexpected tax bill. As long as you replenish your Rome account after you've used the funds, you'll have a source of financial stability at your fingertips.

Experienced Georgia planners will tell you that saving cash is one of the best ways to avoid a high credit card balance. When you have cash stored away in a GA bank, you won't need to turn to high interest cards whenever you need to have your car or dishwasher fixed. Talk with a Rome financial planner about the options that you have available when you're choosing a Georgia savings plan.

Planning for Your Parents Needs

Middle aged couples who are caring for growing children and aging parents may feel divided in their financial responsibilities. Rome financial planners understand how difficult it is for members of the sandwich generation to save money for their children's future while helping their parents cover the costs of long term care, assisted living or home health nursing. An elderly parent who suffers from memory loss or an age related cognitive disorder may need 24 hour supervision, as well as assistance with personal finances.

GA planners know that it's not easy to take care of your parents' needs when you're saving money for your children's education and your own retirement. For this reason, an advisor may recommend that you start the process of planning for your parents' needs early. Long term care insurance may give you and your mother or father greater peace of mind about the future. Retirement planners often recommend that working professionals invest in long term care coverage as early as their 30s or 40s, so that they'll have more treatment options available in their senior years.

Your money management needs don't end when you reach retirement age. Rome financial planners can continue to advise you on the best savings and investment strategies as you wrap up your career and embrace a more independent lifestyle. A Rome advisor can be a lifelong partner as you move from one milestone to the next.

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Financial Planners in Rome

Alan McKnight
Alan McKnight
200 Galleria Parkway SE, Suite 1150
Atlanta, GA 30339

Bruce Alden
Bruce Alden
3051 Akers Mill Rd
Suite 110
Atlanta, GA 30339

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.