Tag: #retirementplanning

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 present and what you want to …

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 …