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As an advisor, I stress the importance of a well-thought-out, long-term plan to keep financial goals and objectives “on track,” especially during times of personal financial crisis.

Even the best-laid plans can and likely will evolve in the face of unforeseen setbacks or unforeseen obstacles. Experiencing loss, whether it’s the loss of a job, the loss of a spouse or partner, or an unexpected, significant financial loss (say, a medical bill or a lawsuit) is undeniably difficult to navigate, but that doesn’t mean dreams, hopes, or goals are. derailed.



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