Josh, the Young Professional
Pay off student loans, how to invest smarter, understand hidden pitfalls
Josh just graduated University a few short years ago. While he’d been lucky enough to find a particularly good job in his field, Josh never really gave his financial life much thought.
He felt like he had a healthy income and was contributing to his retirement plan through work on the advice of his parents.
He also enjoyed the things he wanted, like ski trips out to Colorado with his friends during the winter and vacations with his family up north during the summer.
Since Josh had some extra money at the end of each month he started to wonder if there was more he could be doing to save for his future. Josh’s parents were discussing their own financial plan they’d just put together with a financial advisor and this piqued his interest.
Maybe he should talk to a financial advisor?