Why a financial plan may be the most crucial part of giving


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Dec 22 2022 8 mins  

Most people walk through life with no plan, except putting one foot in front of the other. Don’t be that person. Be resolute in building a financial plan for where your money will come from and what you plan to do with it.

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Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.

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Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.