Easy Financial Health Fixes Before Retirement

This article explains financial planning perfectly. If we use the medical analogy, a fee-for-service planner is like your family doctor or general practitioner. You meet regularly to monitor your health and try to anticipate issues. When necessary, you are referred to specialists in accounting, investing, insurance, lending etc. to implement certain protocols. Circling back with your planner after a meeting with the other professionals ensures that you fully understand the cost/benefit of their services and that the services fit in with your overall plan.

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