By your 40s, you've likely established your career, maybe started a family and built a foundation for your wealth. Now is the time to double down on smart financial habits, optimize existing strategies and lay even stronger groundwork for a comfortable retirement and beyond.

Financial planning in your 40s puts you in a sweet spot. Your earning potential is often at its peak, and you still have a significant runway for your investments to compound. The biggest mistake at this stage is complacency. Assuming that what worked in your 20s and 30s will automatically carry you through to retirement can lead to missed opportunities and unnecessary risks.

This game plan will help you capitalize on your current momentum and fine-tune your approach for long-term success. Table of Contents

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