Look at Your Financial Situation Holistically

What’s the biggest financial mistake you can make? Choosing the wrong investments? Waiting too long to save for retirement? Underestimating the costs of retirement? All these are reasonable answers, but the biggest mistake you might make is not looking at your financial pic- ture holistically – that is, not bringing into the picture all the elements of yourself.

Let’s consider some of them:

• Your views on helping your family –

Your decisions about helping your family are clearly going to be a major part of your financial strategy – and this is true at

virtually all stages of yo...