Is one of your New Year’s resolutions to get your financial house in order? If so, make this the year you stop planning and start taking action.
What should I do first?
Before you can achieve your financial goals, you’ll need to define them. They might be short-term (affording a new car or building an emergency fund) or long-term (sending your child to college or retiring someday). Whatever your goals, your financial advisor can help you develop strategies to work toward achieving them.
I’m determined to be more organized this year. How can I apply this to my finances?
What should I do next?
Contact your financial advisor. He or she knows what’s important to you and can recommend investments and strategies that support and align with your goals.