SMARTER Financial Goals
Yemisi Legunsen
$100 Million Asset Under Management, I assist professionals to retire early and understand Tax-Advantaged Investments that exist in Canada_Financial Security Advisor????????
SMARTER?Financial Goals
There is always a smarter way of doing things
You can set SMART financial goals by building your goals around the five elements of a SMART goal:
In the case of investing for retirement, one of the best ways to make your investing goal achievable is to set up automatic contributions. When you automatically “pay yourself first” by funneling money into your retirement account, you'll avoid the temptation to spend the money elsewhere.
SMART + ER (Evaluating and Re-adjusting) = SMARTER
Change is a constant thing, so Evaluating and Re-adjusting your financial goals is very important.
Having?a Financial Advisor review your Policy at least every year using Financial needs Analysis is important
Next Newsletter - What is Estate Planning?
$100 Million Asset Under Management, I assist professionals to retire early and understand Tax-Advantaged Investments that exist in Canada_Financial Security Advisor????????
1 年Disclaimer: ?? ?? ?? The information presented in my social media posts is for general informational and educational purposes only. It is not intended to be a substitute for professional advice or services, including but not limited to financial, legal, or medical advice. An appointment with me is required to discuss how any of the services I provide can benefit you or your loved ones. Thank you for understanding
Guiding Visionaries Down the Fastest Path to Financial and Personal Empowerment
1 年Very important information and great for implementation! Thanks for sharing ??