2019 Financial Checkup
Four must do items for a healthy financial life in this new year! 1) Review your investment plan. The beginning of each year is an excellent opportunity to closely evaluate performance. Rebalancing is important to maintain proper asset allocation. Risk tolerance is also very important. Investors tend to take on uncomfortable levels of risk in rising markets. When market volatility returns they realize that the hard way. 2) Review Retirement Account Contributions. Be sure that