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Write Down Your Goals and Limitations

March 5, 2019 - Posted in SC Public Radio by Mike Switzer
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Most people know what they are trying to accomplish with their investment portfolio: retirement, new house, fund some charities.  But our next guest says these goals can be elusive if you don’t have a written document that outlines your objectives and limitations.

Mike Switzer interviews Chris Cabri, a certified financial planner with Ameriprise Financial Services in Greenwood, SC.

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