Dollars and Diagrams

The Danger Of Painting Advice With The Same Brush

Investments

🎯Max out your 401k

🎯Buy life insurance

🎯Annuities are horrific

🎯Annuities are great

🎯Pay off that mortgage

🎯You need a Trust

🎯Save for your kid’s college

🎯Do not go on vacation

🎯Buy long term care insurance

Each one of these “great” pieces of advice can also be horrific mistakes. The thousands of people that are listening to the same intimate podcast or television show, are not YOU!  You have your own unique goals, experiences, and beliefs.

Intuitively, you know the paintbrush is too big. A financial plan is specific to the only ones that really matter … you and your loved ones.

Beware of taking advice from the big paintbrush.

 

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.

Categories

College Planning

Disability Insurance

Estate Planning

Insights

Investments

Life Insurance

Retirement Funding

Roth IRA

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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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