It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
One way to find money is to examine your current spending habits and eliminate money wasters.
Determine your potential long-term care needs and how long your current assets might last.