Financial planning isn’t just about watching your accounts grow. It’s about understanding what your wealth is ultimately meant to accomplish, as Harbor View CFP James Malatos discusses in this new article for NerdWallet on the debate of whether you should ‘die with zero’.
“You can see how much you’re worth on your smartphone,” Malatos says. “To me, it’s created this attitude of ‘I only want to see my accounts go up.’ But what is the money really for?”
Read more of Malatos’s insights at the full article here: https://www.nerdwallet.com/finance/learn/die-with-zero