Ideally, all your work and professional efforts, money management, investing, and risk preparation activities are all in place. They already provide you with the emotional comfort of knowing you’re confidently moving toward your important life goals. If so, congratulations and best wishes in the future!
If you’re in doubt about the completeness of your plans or you progress so far, consider making financial planning a top priority. Applying idea of professional planning can confirm the appropriateness of your current plans and highlight areas for changes.
Brooks C. Sackett, CFP®, CIMA®, AIFA®
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