Part 1/10:
Navigating Long-Term Financial Planning: Tara's Journey towards Retirement and Education Goals
The Dream and the Dilemma
At just 34 years old, Tara is already contemplating her financial future, driven by aspirations to provide her daughters with the best possible opportunities. Her primary goals are to secure a comfortable retirement and ensure her daughter can attend an overseas university. Recognizing that both objectives require disciplined, long-term investment strategies, Tara faces an important decision: Should she manage her investments on her own to minimize fees and retain full control, or should she entrust her money to professional managed portfolios to ease her busy schedule?