March 18, 2018
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ABC’s & FAQ’s of Financial Planning

It’s a fallacy to think you don’t need a financial planner because you don’t have a lot of money. There are some financial planners who will work with people who are just starting out. Planning for your future is one of the best things you can do for yourself and your family because the ground rules have changes over the past few decades regarding employment, pensions, medical care, and Social Security. The number one reason people seek the aid of a financial planner is for retirement reasons.

What is Financial Planning?
Financial Planning is a process of meeting your life goals through the proper management of your finances. These goals typically include buying and maintaining a home, saving for education, and planning for retirement. A good financial planner will help you coordinate all the areas of your financial life, such as protection, savings, and growth, to develop the best plan for you and your family.

What are the benefits of Financial Planning?
Financial Planning provides direction for your financial decisions. Each decision will have short and long-term effects on your life goals. For example, deciding to put a certain amount of your money each payday into a basic savings account or a different type of investment account will have very different outcomes down the road.

No matter what your income is, it’s wise to maximize the dollars you do have for your future. If you can’t do it yourself, or don’t want to, a financial planner may have the answers to your questions. Remember, your chances of having a secure retirement go up when you make a plan and stick to it.



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