Tag: annual financial plan
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The Need for Honest Conversation with Your Financial Advisor
A financial advisor is a person who partners with you and goes the extra mile to keep you financially secure. With more and more people opting for aggressive investing these days, the need for financial advisors has also increased. According to a study, the demand for financial advisors has gone up by 12% in just ... -
How to Avoid a False Sense of Security in Retirement
As per a recent survey conducted by the Employee Benefits Research Institute, over 30% of Americans over the age of 55 have only saved $ 10,000 for retirement. The idea of Social Security and Medicare has led most people to believe that they don’t need to save in other types of accounts or investment vehicles. ... -
How to Prepare an Annual Financial Plan – Financial Planning DIY Checklist
“He who fails to plan is planning to fail”, said Sir Winston Churchill once. This holds true even for your finances. If you don’t have a financial plan in order, you are likely to fail in your financial life. But you need not fret. For, Sir Churchill also said, “Let our advance worrying become advance ...