By Michael Kay via Iris.xyz
We all desire a self-defined level of financial comfort. For some, this might mean having the ability to pay the bills and have no debt. For others, the dream of elaborate mansions and fancy cars stoke their imagination. In a world where many navigate a rocky financial landscape with little to no financial knowledge, the challenge of attaining financial comfort can be difficult or impossible—leaving far too many simply wishing for happy outcomes. There’s a stark difference between wishing and putting plans into action.
The challenge exists for planners and consumers alike to develop a thoughtful, meaningful and values-based plan that is understandable and approachable. There are vagaries of financial decisions because so much depends on future events.
- What will the markets do?
- Where will interest rates be?
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