Welcome to 2023 Parent University 10: Financial Planning for the Whole Family: Now and into the Future
Our financial planning needs to be different. We have to take care of ourselves, our whole family, sometimes our extended family, and we have to do it doing our working years, our retired years, and even beyond our lifetime. We need to know how to fit all of this into our planning – think about social security differently, build our portfolio differently, and thoroughly understand the insurance we need or don’t need. The whole planning process can be overwhelming, but one step at a time makes it much easier to make progress.