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Are “Goals” In Financial Planning Helpful Or Hurtful?

Por: Forbes Business November 20, 2022

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In an effort to inspire clients and prospective clients to action in the realm of financial planning, we see an endless stream of commercials featuring exotic golf courses, beaches, sailboats, and marine mammals. Words like “hopes,” “dreams,” and “passions,” are often invoked. And for the smaller subset of people in this world who regularly use these terms, such a reference might be helpful. But what about for the rest of us? In... + full article



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