Step 4 – review, review, review

Step 4

1 in 3 people do nothing once their investments are set up.

Inertia is the most dangerous part of a financial plan. Take two extremes, we win the lottery, or we are out of work for six months. These extremes will impact on our financial goals in different ways.

A period of unemployment may push back retirement plans and how it is funded; a sudden windfall may bring forward retirement plans.

One thing that is certain is that nothing is certain and therefore reviewing the financial plan at least once a year is essential.

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