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Are You On-track?
[/fusion_text][fusion_text]I was at a friend’s birthday party the other night, catching up with some people I hadn’t seen in a while. We talked about the usual stuff – family, running, work, etc. Inevitably these days when I talk about work, the conversation includes the fact that pretty much all of my clients are happy right now. The stock market is doing well. People are on-track to reach their financial goals.
When we got to that part, I had an epiphany. If your financial plan is not working right now, something is wrong. Maybe you are having a hard time finding ways to save money for college or retirement. Maybe you need better investment advice. Maybe your goals are unrealistic.
There may be a valid reason for your financial plan to be a struggle – trouble finding work, health problems, or a good long-term investment strategy that has been out of favor. However, it could also mean that there is a problem that needs fixing. Right now the numbers in your financial plan should look good. If they don’t look good, be sure to ask enough questions to find out why.[/fusion_text][separator style_type=”single” top_margin=”” bottom_margin=”” sep_color=”” icon=”” width=”” class=”” id=””][fusion_text]
Legal Disclaimer: These posts do not constitute an offer or recommendation to buy or sell any securities or instruments or to participate in any particular investment or trading strategy. They are for informational purposes only. ASA gathers its data from sources it considers reliable. However, ASA makes no express or implied warranties regarding the accuracy of this information or any opinions expressed by the author and may update or change them without prior notification.