Most people think major financial mistakes happen to “other people.” But the truth? Even disciplined planners and high earners fall into traps. You can have a great income, a solid investment portfolio, be detail-oriented, and still have gaps in your financial plan. The problem isn’t intelligence—it’s focus. Life gets busy, complex, and important details slip through the cracks.

Use this article to review the five oversights that financial advisors see most often—and how to fix them before they set back or derail your goals.  It is not about perfection, but if you aren't intentional about making regular progress it is likely that you are losing ground and getting left behind.

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