The banking world is full of helpers and specialists. Member services representatives. Financial services specialists. Wealth advisors. The list goes on. Who are these people and what do they do? Well, that depends where you go!
After the heydays of school, life tends to become increasingly more mundane – I mean complex. Really though, in your early 30s you’ll likely take on more responsibilities and the accompanying financial obligations.
Whether you choose to call yourself married or partnered or living like heathens... Your conjugal status has financial implications, and that is why you should definitely consider a conjugal visit to your financial advisor ASAP.