Latest / Something More with Chris Boyd
How often should I review projections for my long-term financial plan?
Do you ask yourself "When my financial advisor provides me with a long-term projection for my financial plan, how often should I review the projections?" This episode's "Ask the Advisor" question is answered by AMR's Lead Financial Planner Scott Birmingham.
Many factors go into making a financial plan, including income, expenses, comfort with the market, goals (retirement date, helping grandkids, travel, etc.).
Scott encourages you to make a financial plan with goals so you will be putting your money towards the things in life that matter to you. Some of the top reasons that people don't meet…
The skinny
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