• Do not have measurable financial goals
• Make financial decisions without understanding their effects on other financial issues
• Neglect to re-evaluate their financial plan periodically
• Look for a quick financial fix instead of a long-term strategy
• Expect unrealistic returns on investments
• Think that financial planning is only for the wealthy
• Think that financial planning is only necessary when they get older
• Confuse financial planning with investing
• Think that financial planning is primarily tax planning
• Wait until a money crisis occurs to begin financial planning
• Think that using a financial planner means losing control
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