Take Responsibility

Only you can decide what your life can be, and neither you nor your financial advisor can make responsible investment moves in the absence of that decision. Rank your priorities, and from that list develop a master plan that will take you from where you are to where you want to be. When you have committed to a strategy, take responsibility for completing the journey. Don’t rely on your financial advisor to make decisions that are rightfully yours to make. If you don’t understand enough to take responsibility for a decision, keep asking questions until you do. It’s your money. If you need the help of a trusted friend to support you along the way, as Jiminy Cricket did for Pinocchio, so be it—or you might serve as your own ...

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