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It's Time To Set Your 2019 Goals

It's time to start thinking about your 2019 financial goals.  With the new year fast approaching, people are thinking about their resolutions for the coming year.  It is a great time to start thinking about your financial goals for 2019.

Have you updated your estate plan in the last few years?  Have you re-balanced your portfolio over the past couple of months?  Do you need some strategies to save for retirement?  How about some tax planning strategies for 2019 now that the new tax law is in effect?

It is overwhelming to think about all of this, but meeting with your financial advisor can be the first step in establishing goals for the new year.  A financial strategy session is an excellent way to start out the new year.  This meeting addresses the two to three most pressing issues, and can get you off to a great start for the new year.

Please contact me if you would like to set up a brief telephone call to discuss the issues you would like to address in 2019.

Happy New Year!