5 Reasons to Have a Financial Plan

Investec Wealth Strategies

English - June 19, 2020 14:00 - 5 minutes - 4.06 MB
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Do you think a financial plan is just about investments? Our blog challenges that thinking, asserting that financial planning is built upon a foundation of what you care about most in life. Here are five important reasons to have a financial plan.

This is the audio version of a blog posted on our website (investecwealth.com) on June 19, 2020. The blog post itself can be found here.

Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.