Imagine finding out that a simple decision made 20 years ago,
would have added tens of thousands of dollars to your net worth
today, but no one told you about it. By the time you get the news,
it's too late. "Remember," says Dave Hodgson, a
partner at Mass & Company, and a
Lawyers Financial Advisor, "a financial plan is not
something you set and forget. It's important to continually
review and adjust your plan to make sure you're taking
advantage of every new opportunity and avoiding pitfalls. What you
save is just as important as what you make over time."
"It's your Advisor's job," he adds, "to
know what's going on and to make sure you are seizing every
opportunity."
Here are just three of the money-saving ideas you should discuss
with your Advisor.
