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Investment Planning


Investment planning may not conjure up an exciting image in your mind — there's no doubt most of us would rather plan a vacation than plan our investments — but imagine all of the holidays you could take if you planned your investments wisely!

Here are some basics to keep in mind, whether you are new to planning or a seasoned investor:

  • Don't procrastinate. If you do, you run the risk of leaving holes in your retirement coverage.
  • style="font-weight:bold;">Invest regularly and make it a habit. Investing is much less painful this way. Arrange to have a fixed sum of money deducted each month from a bank account and deposited directly to your brokerage account.

plan, plan-ning:

  • 1: to arrange the parts of
  • 2: to devise or project the realization or achievement of

Planning Defined

Planning need not be an intimidating or dreary process. Think about how often you have said "I plan to ..." or "we're planning to ..." This can mean anything from planning a vacation, arranging an event, or writing a business plan. But for financial planning, get in touch with an investment advisor.