Fact vs. Fiction Archive

Fiction: Financial planning is for the wealthy.

Fact: Financial planning is for anyone who wants to take control of his or her financial goals. Plenty of wealthy individuals have reached that point because they created smart financial plans and acted on them. And what does wealthy mean, anyway? The fact is, even millionaires may define themselves as middle class or upper middle class. No matter your level of assets, talking with a professional is a great first step toward improving your financial standing.




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