Research shows that among the biggest regrets retirees have is not having a retirement financial plan. As the year 2023 comes to a close, it’s an opportunity for everyone (working adults and retirees) to reflect on goals met or unattained during the year.
Importantly, it’s the right time to plan ahead. For those deadlines that weren’t met in 2023, I recommend a change of deadline, don’t change the goal.
Begin 2024 correctly. If you haven’t done so before, now is a good time to have a competent financial advisor on board to assist in stimulating your financial journey.Don’t live with […]
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