Staying In Control of Your Money

Can you still manage your money even if you’re not that interested in ‘money stuff’?

Staying in control of your investments and your financial planning does not require you to become an expert on all the technical aspects; it requires you to know what your responsibilities are and how you will fulfill them.  For example, if you are investing in stocks, bonds or mutual funds, you will be in more control if you have read the investor material presented to you, written your letter of understanding, know your exit plan, and know how, where, and what to look for when monitoring the investments.

Why?  Even the most knowledgeable advisors with the most experience are still not living your life.  You are ultimately responsible for each financial decision you make so learn from the experienced advisors what your responsibilities are, and what you need to know, and what you need to do to stay in control.

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