October, designated as Financial Planning Month, provides an opportune moment to evaluate our financial well-being. This period encourages us to pause and reflect on our monetary goals, allowing us to refine our financial strategies across various domains, including investments and retirement planning. The cornerstone of effective financial management lies in establishing clear objectives, beginning with a thorough assessment of one's current financial situation and setting achievable goals for the year ahead.
Initiated in 2002 by the Financial Planning Association (FPA), Financial Planning Month was conceived to underscore the significance of sound financial planning.
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