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What Is Financial Life Planning?
Most people only start thinking hard about their financial plan when life changes. Retirement comes into view, a business sells, an inheritance arrives, a marriage ends or a baby is on the way. Suddenly the technical questions, how much to save, where to invest, how to keep tax down, aren't enough on their own. Financial planning that ignores what you actually want your life to look like is just optimising numbers. What is financial life planning? Financial life planning is a
Nicholas Thompson
Aug 43 min read
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