Planning is an ongoing process that must be review and updated every year. It only takes a few minutes to do this but is important as things may have change over time.

Article Links:

https://www.nerdwallet.com/article/investing/what-is-a-financial-plan By Kevin Voigt, Alana Benson

The 5 Times When You Should Review Your Financial Plan | Kiplinger by: Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser

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