As financial advisors, we like to think of financial planning as a series of discrete practices woven together—like budgeting, investment planning, insurance planning, retirement planning, estate planning, education planning, etc.
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The Stuff In Life That Financial Planning…
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As financial advisors, we like to think of financial planning as a series of discrete practices woven together—like budgeting, investment planning, insurance planning, retirement planning, estate planning, education planning, etc.