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THINK AHEAD: TEN REASONS WHY YOU NEED A FINANCIAL PLANNER
Would you rather live rich or die rich?
Is it even possible to live rich on the resources available to you?
What is your own personal definition of living richly?
Have you ever thought about the factors that drive your money decisions?
Where do you fall on a continuum of money attitudes? Do you make decisions based primarily on fear and uncertainty about the future? Or do you believe in spending whatever money you have now, indulging your whims for a new car or a luxury vacation, without focusing on future needs?
Have you ever made a money mistake that undercut or sabotaged your budget or your future plans?
More than ever, because of the increasing complexity of our fast-changing financial world, these are questions we all need to answer.
Despite–and to some extent, because of–the proliferation of electronic systems such as retirement calculators and robo advisers, we believe that it is more important than ever to:
– Have a carefully thought-out and tested financial plan, based on your personal values and priorities, that can guide you throughout the decades; and
– Craft, monitor, and adjust the plan to keep you on track as your life experiences and goals change.
Publisher : Mill City Press, Inc (April 24 2018)
Language : English
Paperback : 170 pages
ISBN-10 : 154562576X
ISBN-13 : 978-1545625767
Item weight : 204 g
Dimensions : 13.97 x 0.91 x 21.59 cm
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Kevin S. Korhorn –
As a CFP with 25 years of experience – I continue to learn from my good friends Rob and Julia. I have been in a study group with Rob for over 20 years and have been the beneficiary of his creativity and wisdom. Now I have been able to enjoy their book that serves up thought provoking strategies for making one of the biggest – and most important decisions you will ever make – from whom will you seek financial wisdom. Run – don’t walk to buy this book. It will be one of your best investments ever!
Williamsburg Dave –
What a great book. Excellent, common sense advice. Highly recommended!