The Importance of Financial Goals [Infographic]
Submitted by Alloy Silverstein Financial Services, Inc. on March 29th, 2018Financial planning is a lot more complex than simply adding your hard-earned money to a savings account. There are many factors that are incorporated into a well-thought-out financial plan including risk, tax planning, inflation, age, life milestones, and time. As a result, it's crucial to have defined financial goals. Meet with your financial advisor to decide what is best based on your short and long-term objectives.
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2014-2018 Advisor Websites.