Wealth Management & Financial Planning

Wealth Management & Financial Planning

What To Do When Your Best Laid Plans Go Astray – Changes In Your Financial Phase

Consider This Program with Joe Clark, CFP, and Aaron Rheaume.
In this segment we will cover:

There are three distinct phases of finance that we all go through. It is not age-dependent. Each phase has unique objectives that must be stressed. Always begin with the end in mind. Why are you saving? How will you get the money out? How much do you need? Based on your previous experience, current situation, and future hopes and dreams, what would be wise for you to do at this time. Many times people's lives are disrupted. We had the best of intentions, but things change. Job, relationships, health, and a myriad of other issues can through us off track. You can deal with the three phases of finance at almost any age while you are still working. Here is how you do it and what to consider.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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