Frequent Mistakes
Frequent Mistakes
1. Lack of a proper or suitable plan
1. Lack of a proper or suitable plan
2. Failure to communicate
2. Failure to communicate
3. No sense of urgency
3. No sense of urgency
4. Expecting company or union pension
4. Expecting company or union pension
5. Relying on government pension or assistance
5. Relying on government pension or assistance
6. Expecting family assistance
6. Expecting family assistance
7. Lack of patience
7. Lack of patience
8. Improper / inadequate insurance coverage
8. Improper / inadequate insurance coverage
9. Failure to properly understand risk
9. Failure to properly understand risk
10. Outdated or no Will
10. Outdated or no Will
11. Failure to understand tax liabilities
11. Failure to understand tax liabilities
Our mutual fund dealer is Investia Financial Services Inc.
Insurance products are provided through multiple insurance carriers.
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