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Once you’ve determined your initial goals for your financial plan, it’s time to begin the process of reaching those goals. Think of the financial planning process as a journey. You prepare for the trip by marking on the road map where you are today and the destinations you want to reach. These destinations represent any life dreams and [...] Read more » Once you’ve determined your initial goals for your financial plan, it’s time to begin the process of reaching those goals. Think of the financial planning process as a journey. You prepare for the trip by marking on the road map where you are today and the destinations you want to reach. These destinations represent any life dreams and [...] Read more » Cash Reserves: Money to be Spent Within Next Two Years If you’re going to be spending some of your net worth for one of your goals, such as retirement, within the next one to two years, you should have that money in a cash reserve to protect it and preserve it. While you might be able to [...] Read more » Cash Reserves: Money to be Spent Within Next Two Years If you’re going to be spending some of your net worth for one of your goals, such as retirement, within the next one to two years, you should have that money in a cash reserve to protect it and preserve it. While you might be able to [...] Read more » |
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