As December arrives and the year begins its final act, thoughtful investors turn their attention to a different kind of preparation. While others are distracted by holiday planning and Black Friday sales, the financially literate take a moment to check that the foundations they have already built are still supporting the life they wish to lead.
Most of the heavy lifting in financial life management happens in the major decisions you have already made – your long-term strategy, asset allocation, planning structures and the principles that guide your family’s wealth. These are the choices that shape your trajectory.
But even the strongest framework needs periodic attention.
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