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Reply to "How often do you update your financial plan"
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[quote=Anonymous]We review it annually with a financial planner, but many years it's just a read through to see if anything has changed. If not, we don't really do anything with it. The year we paid off the house, there was a conversation about what to do with the extra money each month. The year our oldest child selected his college, we talked about how the actual tuition compared to the range we'd been planning for and if that affected the bigger financial picture. Any changes needed to investment strategy. That kind of thing. [/quote]
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