Financial Planning (New Year’s Resolutions) Basics
It’s the New Year: do you have a strong financial plan? Having one is the foundation upon which sound investment choices can be made, so that wealth may be built. Many Americans simply invest their funds into a retirement plan or other investment account but do not have a financial plan. Therefore, they run the risk of owning investments that are not in line with their personal goals, objectives, and risk tolerance. In this virtual educational seminar, you will learn the keys to developing a strong financial plan which can serve as your blueprint to help achieve your long-term goals.