Niagara Wealth

What does a financial plan cover?

You may have heard of the term financial planning before. But what does it really involve? To many people, it’s a fuzzy concept. In part, that’s because it’s a process that looks at everything to do with your finances. This includes:

  • saving and investing
  • paying down debt
  • taxes
  • retirement planning
  • estate planning
  • insurance.

To build a solid financial plan, you need to keep in mind how your choices in one area will affect another. Read more…