How often do you take the time to review your finances and investment portfolios? Did you know that there are recommended timelines for this activity that can help you stay on track financially?
Retirement is the goal for every working individual in America, but a comfortable retirement should also be a part of that goal. Unfortunately, each year there are millions of Americans that make mistakes entering retirement. Some of these are small and easily avoidable, while others require caution and attention to detail to avoid.
Some people assess their financial worth based upon the income they receive. Your worth is more about how you spend your money than how much you make. Yes, you could be making a lot of money right now, but if you are spending a lot of money, then you might not have a high net worth.
Whether you love or hate money, it is something that everyone needs to survive in life. After all, homes, cars, clothes, and food aren't free. Like your friends and family, you need to cultivate a positive relationship with money in order to avoid creating unnecessary stress in your life. For some people this is difficult.
Paul B. Miller, as a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR) started Indian River Financial Group, Inc to act as a financial planner for clients from Boca Raton, Florida, as well as the surrounding communities, and to offer you services such as asset management, wealth management, investment planning and risk management.
© 2025 Paul B. Miller, CFP. All rights reserved.
