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Get your financial ducks in a row before 2011 is done
Yes, there’s a lot to get done before the end of the year. And we’re not talking about the shopping, decorating, partying or traveling. The year’s end is an important time to get your financial house in order, prepare to pay your taxes, and think about money-related goals for next year. Where to start? How [...]
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Make your first visit to a financial advisor count, Part Two
In our previous post, we touched on the importance of taking control of your financial future. This includes doing your own research and arranging a consultation with a financial advisor. Learn more on how to prepare for your first meeting here. Establish a timeline. Figure out what funds you’ll need to access in 5 years, [...]
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