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When two people with different ideas about money and investing get engaged, financial planning can become a delicate issue. For example, if one is a saver and the other is a spender, how you handle money can become a source of conflict.
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Sometimes, it might feel like you're just scraping by financially. But every once in a while, you may receive a windfall of cash. Whether from your tax refund, a work bonus, an inheritance, or just accrued over time, smart financial consideration and a little planning can help you figure out how to put that cash to work.
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When it comes to your finances, few things—if any—are more important than security. Whether it’s your nest egg, your legacy, or simply the funds in your checking account, you want to make sure that it’s protected against anything out of your control.
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Everyone is different, so it stands to reason that everyone’s financial goals are different, too. But whether you want to retire early, pay for college for your children (or grandchildren), or buy a vacation home, you need a plan to get there. And while there’s no such thing as a one-size-fits-all financial plan, there are steps that everyone can take as they try to create a plan that’s suited to their individual needs.
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Financial planning is all about living the life you want to live. A comfortable retirement might be your ultimate goal, but what does that look like for you? Beyond that, how do you expect to get there?
You need a financial action plan, and no plan is complete without a starting point. After all, you can only plan to reach a destination if you know from where you're starting.