monetary phases of life 4 questions for whats subsequent

One factor I’ve realized in my 15 years within the funding trade that’s value its weight in gold: Transitions are important to the success of any well-thought-out monetary plan. If the timing and execution don’t work, then even the perfect of plans (on paper!) may very well be critically altered — and you could be left reassessing your plan or reevaluating your objectives.

In my years of onboarding new purchasers, I commonly heard questions like “Do I’ve sufficient?” and “Will I be OK as soon as I cease working?” These fears ought to be simply quelled in case you have a long-term plan in place that’s commonly recalibrated based mostly on the monetary section you’re in.

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