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Time for a Financial Check-Up

April 1, 2011 | Filed Under Finance, Insurance, Investment, Retirement Savings | Comments Off

We’re coming to the end of the first quarter of 2011, and if you haven’t taken time to examine your financial plans, now is a perfect time to take a fresh look at where you are heading financially.

I encourage you to meet with your qualified planner or contact our office to assess the current state of your finances.  Your advisor should help you to re-evaluate your financial plans and show you how to make any necessary changes that move you closer to your goals.

Here are some things to consider:

  • Are your plans still providing comfort, confidence and security?
  • Are they keeping track to fund your retirement or do you see yourself outliving your money?
  • Is your desire to leave a financial legacy behind for your loved ones still possible?
  • Be sure that you are living within your means.
  • Communicate your plans with loved ones so they can follow through with your wishes in the event of the unexpected.

The future is as uncertain today as it was last year, or 80 years ago.  Reviewing your financial plans every year with a trusted financial advisor, will help you face the challenges in the future.

“Change is only painful if you lack knowledge about how to prepare for its consequences.”  [1]

[1] Van Mueller, LUTCF



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