When was the last time you sat down with a professional to evaluate your finances? A few months or years ago? Never? If you chose the latter, you’re not alone. A recent Charles Schwab survey found that only 20% of Americans believe they are financially comfortable. Yet, despite the overwhelming need for one, only 31% say they have a formal financial plan. So, where does this discrepancy come from?

Financial planning can be intimidating, but it allows you to take control of your financial future, avoid common mistakes, and be prepared for life’s uncertainties. With a solid plan, you can make smarter decisions and stay on track to reach your goals.

Regardless of age and income, anyone can benefit from planning. Here’s what you need to know to set yourself up for success this National Fin

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