Helpful financial advice for 2018.


As you think about 2018 and your goals for the new year, consider putting a plan to start the new year off on the right financial foot at the top of your list.

It’s well worth spending some time thinking about your money at the start of the year so you can achieve your goals as quickly as possible.

Here’s how you can get started:

Gather your data

Start the new year by taking stock of all things financial in your life, your income and expenses, your assets, including your retirement accounts, and your liabilities, your insurance policies, your income tax returns, and your wills, trusts and other estate planning documents. Try to identify gaps in your financial plan. Examine, for instance, if you have enough life and disability insurance in place or if your estate plan is in order.

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