IS YOUR FINANCIAL PLAN READY FOR YEAR-END?
Posted by Benjamin Wong on Tue, 05/28/2019 - 10:00
December sure is a busy month! With all the holiday parties, family events, and career related tasks, it would be easy to forget to check in on your financial plan, but that could be a costly mistake! By taking just a few simple steps, you can save on your tax bill, and take advantage of some great retirement plan opportunities. So, before the year gets away from us, let’s take a look at your Year-End Financial Planning Checklist.
CAN YOU BE A “DO-IT-YOURSELF” FINANCIAL ADVISOR?
Posted by Benjamin Wong on Tue, 05/28/2019 - 09:55
We live in a “do-it-yourself” world. Want to know how to fix your dryer? Hop on YouTube and get it fixed in a jiffy. Want to learn how to decorate cookies for your child’s birthday party? There’s a video tutorial for that too! But, what if you want to build and manage your own financial portfolio or be your own financial advisor? Can you be a “do-it-yourself” financial advisor?
IS YOUR RETIREMENT PLAN ON THE RIGHT COURSE?
Posted by Benjamin Wong on Tue, 05/28/2019 - 09:52
Have you ever had to make a “course correction” in your life? Maybe you were sailing and realized the waves had taken you off course and if you didn’t make a change, you could end up on the rocks. The same can be true in retirement planning. There will be times in your retirement journey that you’ll feel like you need to make a “course correction”. When that happens, what should you do and when is the time to do it?
CAN FINANCIAL PLANNING BE SIMPLE?
Posted by Benjamin Wong on Tue, 05/28/2019 - 09:51
Your life is busy…that's not a revelation, it's just a fact. Between a career, family, and the attempt to achieve some kind of balance with it all, most people are looking for something…anything…that can make their lives simpler. Consider for a moment, what if you could find simplicity in your financial planning?