Do you know the real concepts you should be considering when it comes to your wealth management?
Russell Jacobs highlights the important concepts to consider when working with a CERTIFIED FINANCIAL PLANNER™ practitioner (i.e. CFP®). He covers the eight basic principles of financial planning and shares Jacobs Coolidge and Company’s insights for successful wealth management.
Russell explains each area and why they’re important to planning, including:
– Why you should plan for happiness, not expectations
– Being prepared for unforeseen expenses
– The importance of knowing the difference between wants, needs and
dreams–and why Americans struggle with this in planning for their
– How preparing for inflation through portfolio diversification helps to
grow your wealth at an exponential level
– And more!