Financial Check-Ups

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Financial Check-Ups

Sethi suggests that once you choose your investments, set up systems so that money is automatically redirected to your investment accounts. Make it easy to check up on your various accounts, so that you can ensure that your portfolio reflects your strategy and long-term goals.

Sethi has one more piece of advice. Only sell your investments under three circumstances: (1) you need the money for an emergency; (2) you want to get rid of a bad investment that continues to underperform; or (3) you've reached your investing goal.