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Enrich your financial knowledge


Tips & Warnings



  • Lifestyles change, so make your financial plan flexible.

  • Revisit your plan at least once a year.

  • Unless you have the time and inclination to do it yourself, seek qualified professional advice on matters involving taxes, business and estate planning.

  • Integrate your personal values into your financial plan.

  • When opportunities and challenges arise, use your financial plan as a standard against which to make decisions.

  • While free seminars, workshops and course work may be helpful, don't waste your time on schemes that promise shortcuts to wealth.

  • Carefully evaluate prepackaged financial plans that only require filling in dollar amounts and produce simplified solutions to complex financial issues.

  • Try not to rely on family members or close relatives for professional advice, especially if they have a vested interest in your financial plan.

  • Flexibility is important, but without specific goals, supporting objectives and action steps, you have no plan.


 


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My Medical File
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