The Top 6 Things Your Financial Planner Wishes You Knew
1. How important a will is.
2. What lifestyle & level of income you will need at retirement.
3. The importance of living within your means.
4. What level of financial risk you are comfortable with.
5. How to enjoy what you have earned (believe it or not, a lot out there don't).
6. To be disciplined with your investment/financial plan.
(contributed by XC)










Comments
Post new comment