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-