Willow Creek Founder and Chairman of the Board Bruce Dzieza has more than three decades of experience working with clients to help them reach their financial goals. Here are his top 12 landmines to avoid in your financial planning process:
- Listening to and acting on cocktail party chatter
- Putting too much faith in financial news media
- Falling in love with a stock
- Fear of missing out
- Giving to every charity every time
- Not involving your family in estate planning
- Paying too much attention to your portfolio accounts
- Not spending your money
- Not knowing the purpose for why you've built your wealth
- Small business succession planning
- Believing that real estate is always a great investment
- Putting all of your eggs in one basket
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