Devoting Time To Financial Planning Pays Off In The End

Jalene Hahn |
Categories
IBJ

“Plans are of little importance, but planning is essential.”

—Winston Churchill, former British prime minister

Everyone needs a financial plan, but not everyone needs a financial adviser. There are times when it is OK to go it alone and other times when you could benefit from sound advice from a fiduciary adviser. There is also a difference in financial planning and retirement planning.

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