Happy New Year! As a new year begins, you may be thinking on how you can better manage your finances or how to teach your children to do so. Below we have several suggestions on getting your Financial New Year off on the right foot.
Do you have an old company 401k or 403(b) plan that you haven’t touched since you’ve left your last job?
Did you know that rolling over your old company retirement account could provide you investment opportunities beyond the traditional “bucket” of mutual funds?
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. It allows you to control what happens to your property if you die or become incapacitated. An estate plan should be reviewed periodically.
Financial professionals typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven't revisited your plan yet in 2015, the end of the year may be an ideal time to do so.
When a Saver Marries a Spender, Every Penny Counts - Clarity Capital Partners
As the year draws to a close, there might be a slew of tasks on your to-do list. One task to consider is setting up a meeting with your financial professional to review your investments. If you take the time to get organized now, it may help you accomplish your long-term goals more efficiently. Here are some steps that might help.