HomeInvestingPortfolio ManagementFinancial Planning: Not A One-Size Fits All
Financial Planning: Not A One-Size Fits All

"Financial planning is a roadmap to where you want to go. Think about a road trip as you will need a plan and directions for how you will get there. Studies show that people who plan will save more than those who do not. You do not need to have a lot of money to warrant a financial plan. Make financial planning tailored to your specific situation and needs. Everyone needs a saving and investing plan for retirement," says Carrie Schwab-Pomerantz.

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