07-01-2016 18:46 via wivb.com

Financial resolutions

BUFFALO, N.Y. (WIVB) – Whether your near retirement or starting out in your career, financial expert, Terrence McKelvey said it’s important to write down your financial plan first.
“You always need to know where you’re starting from. What your budget is. You really need to put everything down on paper first,” said McKelvey, a CFP and senior vice president of investments at The Mutual Fund.
When you’re searching for a financial planner, McKelvey said you should
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