For many, a financial plan plays a key role in their overall investment strategy. However, financial plans can vary widely, making it challenging to determine whether a financial plan is right for you. This guide helps to answer key financial planning questions.
It probably took you a lifetime of saving and investing to accumulate your retirement nest egg and, at this stage of your life, you simply don’t have time to recover from investment blunders. If this guide helps you avoid a handful of these common mistakes and blunders, you may save yourself a great deal of anguish, money and regret.