Here we go, it’s New Year’s resolution time again. Sigh. You want to make resolutions, but you’re afraid to fall short…again. Can I make a suggestion? Pick one. I’ve seen far too many people make too many ambitious resolutions and simply not be able to keep them. That’s not ideal.
Financially, here are some common resolutions I’ve heard from our clients over the years:
- Update will and/or establish trusts
- Make a plan to pay for possible future long term care expenses
- Get out of debt
- Clean-up and consolidate old employer 401(k) and IRA accounts
- Create a comprehensive retirement plan (we call it a Financial Blueprint)
- Set aside money for a dream vacation
Whatever your thing is, most people have at least one financial item they’d like to accomplish. Why not decide right now to make 2016 the year you finally keep your New Year’s resolution? In fact, we’ll make it easy by helping you with whatever goal you’d like to accomplish. Just say the word and we’re at your service.
Please allow me to be one of the first to wish you a Happy New Year. May you make 2016 your best year yet.
All the best,
Adam Cufr, RICP®
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