Broker Check

End of Year Organization- Part 2

| December 05, 2023

We've talked about the 2023 year end approaching and how you can begin to organize your financial house- now let's get more detailed. 

Tips for success:

1: Schedule time to review your financial goals with your advisor

2: Make a list of what you want to/hope to accomplish in the next 6months, 1 year, 3 years, 5 years and beyond. What do you need to get there?

3: Look retrospectively- what happened in 2023? What worked for you? What didn't?  What would you like to change or keep the same?

4: Be honest with yourself about your tax prep and organization- what will help you this year and beyond?

5: Remember to spend time addressing personal needs by spending time with friends and family this holiday season!


Until next time-

Be Well!