Introduction

I find most people learn best from mistakes made. And if you can learn from those of others, well, all the better. Working as a financial advisor and broadcaster for nearly 20 years, I have seen the good, the bad, and the ugly of mistake making, and I’ve made many of my own along the way. In fact, some of my own misjudgments have resulted in fundamental modifications of the advice I give others. Fortunately, most people will not find themselves in the same situation I did, but most of us will experience financial shifts and changes throughout our lifetimes. Organizing your finances in a way that will enable you to easily react to and handle change will put you in a much better position to take on any accompanying emotional turmoil. ...

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