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How To Avoid Financial Sabotage

When it comes to money mistakes, our own behaviors are likely to blame: how to avoid the financial sabotage that is preventing you from achieving your goals.




What are some common mistakes people make with their finances?

· Not having a plan.

· Planning for the best and ignoring the worst.

· Not having a savings cushion.

· Ignoring insurances.

· Chasing market returns.

How can people avoid these mistakes?

· Work with professionals.

· Don’t harp on the past.

· Take inventory.

· Start small.

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Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 187 Danbury Road, 2nd Floor, Wilton, CT 06897  (203) 966-2636. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company.  Caserta & de Jongh, LLC is independent of HTK, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 

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Investment advisory and financial planning services are provided by John Caserta, HTK Investment Adviser Representative. Our representatives are insurance and securities licensed in our home state of CT, as well as additional states.  For more information, please contact our office.  This is not an offer or solicitation in any state where not properly licensed.

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