Is your financial plan wobbly?

February 10, 2023

Stools have three legs and if one breaks, you can get hurt! This is Crystal Langdon with Today’s  Financial Gem! A Financial Plan can have three parts: savings, investments, and protection. Each leg has diversification inside to help provide overall support and success of the plan. To know if they are sturdy you can ask yourself – how each piece relates to what is happening in the market, what is happening within the accounts, and finally what is happening with you. Any changes can make your financial plan a little wobbly and are a good indicator that it is time to talk with your advisor. Call Crystal Clear Finances at 518-433-7181 and create your plan today!

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Crystal Clear Finances

518-433-7181

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Latham, NY 12110

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