Dollars and Diagrams

Guitars and Financial Planning

Insights, Retirement Funding

It is incredibly important to tune your guitar, just like it is important to fine-tune your financial plan.

For anyone who has played the guitar or any musical instrument, you quickly learn to tune the instrument more than once. It is an ongoing process to keep the guitar perfectly tuned for an optimal acoustic experience.

Your financial plan is no different. You cannot just set it and forget it.

  • Tax laws change
  • Retirement contribution amounts change
  • Most importantly, you change.  You have different dreams.
  • Course corrections are needed
  • It is impossible to predict everything that is going to happen over the next 30 years of your life.
  • Great financial plans need the flexibility to continue to adapt & change

IMPORTANT DISCLOSURES

Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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