Blind Spot #1 : Written Goals

Blind Spot #1 : Written Goals

Mike Cunningham Mike Cunningham

Mike Cunningham

Business Executive

发布日期: 2018年9月10日
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Would you believe that most of the individuals and couples that come to our retirement planning workshops actually don't have a retirement plan with goals and a budget? This presents a huge risk as there are many blind spots that can sidetrack a good retirement.

Blind Spot #1 is not having a written plan with goals and a cashflow forecast!

Check out this video to learn more about Blind Spot #1 and how to overcome it!

 

 

Is your portfolio losing money? Would you like to see the risks that can/are affecting your investments? Call us at (910)338-0655, or visit our website at www.coastalfallc.com, to schedule a free Morningstar analysis for your portfolio!

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