Risk Management is planning for the “what if” scenarios that no one wants to occur. What if I become disabled? What if I am subject to a lawsuit? What if I pass away prematurely? These unfortunate scenarios could have a significant negative impact on your family’s financial security. The hope is that these scenarios never occur, but there are no guarantees they won’t—so planning should be done to protect your financial security if..
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It is no secret that one of the key factors in obtaining financial security and freedom is having enough financial resources to live the lifestyle you want before and after retirement. Effective wealth planning is not only determining how much is needed to obtain the financial security and freedom you desire, but also developing an investment plan to accumulate and protect those resources.
So how do investments fit into a wealth..
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The ultimate reflection of financial security is having enough money to be able to live the lifestyle you desire, regardless of the stage of life you are in. To put it in more basic terms, you will undoubtedly feel financially secure if you have the income and/or assets to pay for all of your necessary—and discretionary—expenses. That is why lifestyle planning is a base foundation of wealth planning. It is an area of planning that..
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