The Power Of Perspective In Financial Planning

“When in doubt, zoom out.” A lot of things that I’ll never remember cross my purview on Twitter, but this one from Sahil Bloom stuck. The rhyming helps, but it’s not just a clever line. It’s applicable in life and especially when dealing with money, where finding and maintaining perspective is vitally important.

Read the full article, on Forbes.

More about the author: Tim Maurer

Tim Maurer, CFP®, RLP® is Head of Wealth Management for Triad Financial Advisors. A graduate of Towson University, Tim taught financial planning at his alma mater for seven years. He is a CNBC contributor and also writes for Forbes.

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