Tag: #financialplanner

Reasons To Have a Financial Plan and a Disciplined Saving Strategy

Reasons To Have a Financial Plan and a Disciplined Saving Strategy

A financial plan is a road map to achieving your financial goals. We all have financial goals. It could be for a vacation, purchasing a home, children’s education, or retirement. A financial plan looks at where you are at the present and what you want 

10 Questions to Ask Your Financial Advisor

10 Questions to Ask Your Financial Advisor

Financial Advisor, Financial Consultant, Financial Planner, Wealth Advisor or a Peddler In 2019 just before COVID hit I was attending a financial seminar in a mall. The first booth had a bunch of firemen who worked three days on three days off and were selling