Financial Planning Tips and Tools

Your online resource for financial planning tools and advice that will help you maximize the most out of your money. With up-to-date articles posted regularly, you can find essential money management tips, as well as other important information you need to know so you can spend wisely and safely.

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Top 3 Biggest Retirement Mistake You Should Never Make

Have you ever asked yourself “am I prepared for retirement?” Do you have the courage to know what your answers will be? If you not, then you are not yet prepared and confident with your retirement plans. According to Phyllis Garratt, a certified financial planner with Meritas Wealth Management in Larkspur, California. “People are so