Stephen Sicoli

5 Huge Mistakes To Avoid When Building A Financial Plan

5 Huge Mistakes To Avoid When Building A Financial Plan Number 3 could cost you THOUSANDS! 1.Trying to “go it alone”/Doing everything yourself. Yes it’s true you can use online brokerages for stocks, bonds, ETF’s & cryptocurrencies, you could create a plan for yourself without ever meeting with a live person. Although, you may be […]

Financial Goal Setting

Financial Goal Setting Before I get started on the breakdown of financial goals, I would like to start with a few words about goal setting in general: The basis of any plan, financial or otherwise is having the end goal in mind. It is much easier to get to where you need to be when […]