The Ultimate Financial Advisor Checklist for Millennials: A Roadmap to Financial Success
The Ultimate Financial Advisor Checklist for Millennials: A Roadmap to Financial Success 1. Understand Your Goals Short-Term Goals (1-3 years): Identify urgent financial needs—paying off credit cards, saving for a vacation, or an emergency fund. Medium-Term Goals (3-7 years): Consider goals like buying a house, pursuing higher education, or shifting careers. Long-Term Goals (7+ years): […]