The goal for your money is to help you reach retirement and utilizing it correctly will achieve that. Before making any financial decisions, it’s important to understand the three different qualities of money and which investments best align with your goals.
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Financial planning can be complicated at times so let’s try to simplify it a bit. Today we’ll break down the three qualities of money we utilize for a client’s portfolio and what type investments fit into each.
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Building a retirement plan is an on-going process that changes as you progress through you career. That’s why it’s important to evaluate your portfolio frequently to see if you goals and strategies need to adjust. Let’s talk about some financial things that might need more of your attention and some others that might not be all they’re cracked up to be.
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