Some professionals assume their financial strategy is in better shape than it is. Not because they're careless. Because they're busy.
Today is National Financial Awareness Day. Four questions worth sitting with:
▸ If something happened to you tomorrow, would your family know what you have, where it is, and what to do?
▸ Are you on track to replace your income in retirement, or are you assuming you will be?
▸ Has your financial strategy changed as much as your life has in the last 12 months?
▸ If markets dropped tomorrow, do you have written goals or a general sense of what you'd do?
You don't have to answer all four today. But if one made you pause, that's the one worth paying attention to.