Financial planning, whether for retirement or anything else, can sometimes appear a little boring to many people. How much do most people really know about financial matters? You may know more than you think!
If you like soccer, you can have some fun while you test your financial literacy. I learned about this online game in one of the industry trade magazines and tried it out. You can play alone or with someone else.
It’s pretty easy to learn. Give it a try! You might enjoy it!
A Financial Conversation Checklist (does not require registration)
IFG’s Financial Resources website.
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Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-only registered investment advisor with clients located across the U.S.. He is also licensed for insurance as an independent agent under California license 0C00742. IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.
The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.