Newsletter Archive

Marotta On Money- January 5, 2010

Upcoming Events

01/20

Update your directory of information and annual statements

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01/07

Review, Update or Create a Family Budget

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Narrowly Framed Questions Fail to Meet Life Goals (10-30-2006)

The marketing of financial products has caused investors to focus too narrowly on the details of specific investments. As a result, most investors fixate on asking the wrong questions and fail to ask the strategic questions necessary to tailor their investments to best reach their life goals. The financial services industry has been largely built around selling financial products. This is an unfortunate history and has produced financial salesmen who are sometimes more interested in describing the attributes of their newest 5-star mutual fund or top-rated annuity contract than in listening to your life goals.
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lifeplanning

Life Planning