There are numerous benefits of having a financial plan. A couple of them include helping you prepare and identify for risks.
In part four of this mini-series about financial planning, Mike Guarino discusses risk planning, financial analysis, and security in your financial plan.
In this episode, you will learn:
- What a gap analysis is and how it is used to evaluate risk
- The benefits of building a term policy at a young age
- What transfer on death (TOD) is and how it helps beneficiaries
- How a catch-up contribution supports adults after they reach age 50
- And more!
Tune in to learn how financial planning helps identify risks!
Resources: Guarino Wealth Management
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