It is hard to believe, but we are almost halfway through 2017! Time to revisit those New Years resolution's and goals for the year to see how we stack up. At my house, we hold quarterly financial review meetings to make sure we are on track for saving and not overspending. We also use those meetings to revisit our short and long term goals. It is not always fun, but definitely feels great to be on the same page. If you need help getting started or want to work through your budget with a professional, give your portfolio manager a call.
After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate. When it comes to your financial resolutions this year (and beyond) use these tips to actually keep and reach your goals.