The stereotypical goals of retirement and college are important and often the focus of a financial plan, but the probably won’t bring the greatest satisfaction in your life.
What about the other values and experiences that are important to you and your family? Are you planning for those? Do you even know what those are? In Friday’s RLS Wealth Management Rundown on your Alexa device, I discuss this in greater detail. I think it’s such an important topic, I decided to add it to the All About Your Benjamins feed.
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.