Wring every ounce of value out of the waning year by doing some financial strategizing. Your complex financial life needs attention at the end of the year and these 3 action items will give you the most bang for your buck.
The choice of a financial advisor is one of the most important decisions you will ever make. To ensure you end up with a qualified, trustworthy wealth manager, it’s imperative that you perform a thorough due diligence.
Most of us fixate on each tax season. We like to collaborate with tax preparation providers to help our clients avoid overpaying the IRS—this year and over time. For a greater goal: focus on creating the lowest lifetime, cumulative tax bill, rather than the lowest possible tax bill each year.
Life is a series of tradeoffs, but do you feel that you are missing out? Do you have the confidence, the clarity, to know it's all going to be worth it?
Is it possible that one of the things that stand in your way is maybe you're not objective enough? Maybe you can't really look at your situation and see where your own risks lie.
Reacting to down markets is a good way to derail progress made toward reaching your financial goals. Keep these 3 lessons in mind during periods of volatility that can help you stick to your well-built plan.