9 Smart Planning Moves to Consider
by Michele Von Hoven, RICP, RFC, IAR,NP, Fiduciary Financial & Investment Adviser 1. Review your Portfolio Strategy or Income Strategy Are you reaching a milestone in your life such as retirement or a change in your personal circumstances? Has your tolerance for taking risk changed? If so, let’s make adjustments to your financial plan. When stocks tumble, some investors become very anxious. When stocks post strong returns, others feel invincible and are ready to load up on ri
