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Plan. Review. Repeat.

Staying on top of your financial planning

Life is full of surprises like finding “the one”, or moving to a new job in a new city. Something that may not have been in your plans a few years ago, or maybe even a few months ago, might now be a top priority. Life can also throw you curveballs that may alter your original plans. Making sure you’re on track to reach your future financial goals could help make those transitions a little less surprising.

It’s like visiting a doctor annually to make sure your body is healthy. Your financial health could also use a check-up every year, just to make sure you’re on track to meet your future goals.

Maybe you’ve received a promotion, or benefitted from the new tax laws and increased your retirement plan contributions. Maybe your marital status has changed, or you bought a new home. A lot can happen in a year.

Even if you haven’t recently experienced any major life changes, reviewing your financial plan could help ensure you’re heading in the right direction.

Scheduling a plan review with your financial professional gives you a chance to:

  • Review your investments
  • Rebalance portfolio
  • Plan for taxes on investments
  • Assess emergency savings
  • Plan for future savings
  • Explore other income stream sources
  • Evaluate estate plans

Your financial professional can help you decide on a course of action to mend any gaps in your financial preparation for the future.

Want more?

Check out our Education Center for more useful information and tips to help you plan and achieve the future you envision