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Basic Financial Planning Principals

Basic Financial Planning Principals

| November 01, 2020
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In uncertain times, one of the best actions we can take is to follow basic financial planning principals. 

Here are three strategies to consider in times things feel upside down. These are smart measures as a periodic check-up, too:

  • Focus on long-term goals.
  • Rebalance your investment allocations and update your financial plan, as needed, based on those long-term goals vs. reacting on emotion.
  • Consider if now is the time to invest surplus cash, above and beyond short-term needs and emergency reserves.

If you have questions, or need help with one or more of these items, please don’t hesitate to reach out to me. You may get on my calendar at your convenience here.

Please note that this information is provided by me, Karen Melo Ticas, CFP®, strictly as general advice based solely on my personal education and years of experience in the financial services industry, unless otherwise noted. When making decisions, consider working with a professional that is well informed about your individual circumstances. CRN202204-264023  / CRN202212-275121

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