tidbitsandcommonsense

Financial Planning provides direction and discipline.

It’s important to know where you’re going, and how you’re going to get there. Ask yourself these questions: Are you unclear about how your current investments are performing? Is the risk taken in your investment portfolio appropriate for your goals?  Will your investment portfolio actually help you meet your goals? Are you uncertain if you

Financial Planning provides direction and discipline. Read More »

Have You Ever Wondered.. Do I Need A Financial Plan??

Financial Planning provides direction and discipline.  It’s important to know where you’re going, and how you’re going to get there. It’s also about more than numbers.. it’s about your dreams. Ask yourself these questions: Are you unclear about how your current investments are performing? Is the risk taken in your investment portfolio appropriate for your

Have You Ever Wondered.. Do I Need A Financial Plan?? Read More »