As we close 2022, here’s a look back to the most popular posts of the year. Each article details different aspects of planning. Remember, there are many facets to finances and they are specific to you.
Top 3 Posts
The Benefits of Yoga Instruction highlights the importance of working with a trained professional to get better results in a shorter amount of time.
March Madness details the stress around gathering your documents, avoiding tax scams, and how to complete your tax return on time.
Finding Your Frame illustrates how to understand something better when you see it in comparison with something else instead of viewing it in isolation.
Key Takeaways on Financial Planning
First, you can enjoy healthy benefits when working with a financial planner. Should you purchase cryptocurrencies, buy into the metaverse, or speculate on the latest meme stock? A financial planner can give you clarity and enable you to make an informed decision.
Second, there’s a lot more that goes into the financial preparation process than investing your money. You need a strategy. For instance, goals and time horizons must be identified. Evaluate your risk tolerance. Investing is the end of the financial planning process, not at the beginning.
In the end, a financial planner is an objective third party that will give you insights from outside of your world to help you make better decisions. Moreover, a confidant will help bring order to your financial life. A planner is a life partner to help you follow through on your financial decisions and commitments
How might you benefit from a knowledgeable, objective third party? What are some ways they could help you make better decisions? How would an advisor bring order to your financial life?
To get answers to these questions and other inquiries, please feel free to set up a free consultation.