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106 Things We Do For Clients, No. 85

No. 85 of 106 Things We Do For Clients

Identify your savings shortfalls and excesses.

Just as it is hard to know when we are under-saving, it’s often just as hard for us to identify when we are over-saving. Saving money is different from investing money. Putting money in savings is basically insurance to provide for known future expenses, emergency expenses, and a loss of employment. Just as it is dangerous to save too little for these emergencies, it can also be harmful to your investment needs to have too much in savings.

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