Business, Legal & Accounting Glossary
Budget or investment strategy that helps an individual take the necessary steps to achieve his/her financial goals. Financial plans may be constructed for a number of reasons, but they are commonly done for retirement planning. The plan may factor in income, investments, forecasts and supplemental advice. Some financial plans are done by licensed professionals that have experience in investing and guiding individuals to make the right decisions.
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This glossary post was last updated: 20th November, 2021 | 0 Views.