want to thank
everyone again
who has read my
monthly articles in 2023…especially our Publisher, DC Crenshaw for his leadership. It’s my honor to provide you with tools that are designed to help everyone become stronger and a bit more aware of the things you can do to maintain and hopefully improve your financial status.
December is about year-end tips that will help you close out 2023 and successfully springboard into 2024. I’m often running at top speed during the 4th quarter helping clients review their portfolios for the following year, therefore your focus may also be on that.
One of the most challenging aspects of retirement planning is anticipating your future life. There are so many unknowns to consider, such as what age you'll want to retire, what your financial obligations will be, and what type of lifestyle you'll want.
Given those variables, it may be tempting to create a generic retirement plan and then consider it done. However, in order to ensure you stay on track, it makes sense to review your retirement plan on a yearly basis. Here are five reasons why an annual review is so important to your Financial Lifestyle.
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