Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The brain is a powerful thing, but when it comes to preparing for something that is far in the distance like retirement, it can easily be led astray — and result in some big retirement planning mistakes.
Your clients need to focus not only on the money they'll need for retirement, but also what to do with their time