A financial planner gives the same first piece of advice to new clients, and it usually leads to 3 important discoveries

Brasil Notícia Notícia

A financial planner gives the same first piece of advice to new clients, and it usually leads to 3 important discoveries
Brasil Últimas Notícias,Brasil Manchetes
  • 📰 BusinessInsider
  • ⏱ Reading Time:
  • 25 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 13%
  • Publisher: 51%

If you don't create a plan for the money you work hard to earn, you may or may not reach your financial goals

When a new client comes to see financial planner Taylor Schulte, his first advice to help them build wealth isn't about investing: He simply tells them to start tracking their spending, Once they start tracking their spending, he finds, his client is usually able to discover three things: They're spending more than they thought on non-essentials, they can instantly identify places to save money, and they can get a more accurate projection of their retirement needs.

When a new client comes to see financial planner Taylor Schulte, his first advice to help them build wealth isn't about investing: He simply tells them to start tracking their spending, Once they start tracking their spending, he finds, his client is usually able to discover three things: They're spending more than they thought on non-essentials, they can instantly identify places to save money, and they can get a more accurate projection of their retirement needs.

Resumimos esta notícia para que você possa lê-la rapidamente. Se você se interessou pela notícia, pode ler o texto completo aqui. Consulte Mais informação:

BusinessInsider /  🏆 729. in US

Brasil Últimas Notícias, Brasil Manchetes

Similar News:Você também pode ler notícias semelhantes a esta que coletamos de outras fontes de notícias.

Are These CBD Leggings a Scam?Are These CBD Leggings a Scam?If it works as promised, each item’s CBD could perhaps target the areas affected by exercise
Consulte Mais informação »

The Brow Product Hilary Duff Can't Live WithoutThe Brow Product Hilary Duff Can't Live WithoutSpoiler: It's NOT one of the products in her new Nudestix collection.
Consulte Mais informação »

5 times you should consider meeting with a financial planner5 times you should consider meeting with a financial plannerYou might need a financial planner if you're considering making a life change that will affect your finances, like getting married or having a baby.
Consulte Mais informação »

Rosie is loving… SkinCeuticals Brightening SPFRosie is loving… SkinCeuticals Brightening SPF'It’s not the most exciting product I own – but it’s the most crucial one'
Consulte Mais informação »

One Ingredient Gives This Classic French Dish New LifeOne Ingredient Gives This Classic French Dish New LifeSteak au poivre sounds fancy, but it's the perfect weeknight dinner.
Consulte Mais informação »



Render Time: 2025-03-31 15:26:08