Financial planning has evolved over the years. Saving today and spending tomorrow no longer satisfies all investors. A new holistic approach to financial planning requires the modern investor to enjoy and save simultaneously. The new generation is more open to risky investments when they are younger because they know they still have time to recover. Senior investors mainly own the conservative part of investors. So, a good financial planner must have a good clientele of two different investors to be a reliable financial advisor. A financial plan is a vital…
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