Under the topic of “Give me service”, it is nearing year-end and I cannot emphasize enough how important it is to double-check certain items NOW. A great financial adviser (especially an experienced CFP®) can be of service in opening your eyes to certain items making year-end easier and less stressful for you. By the way, for those of you reading this who are not my clients and you have not been asked these by your adviser, then your adviser is not doing his or her job.
This recent series has been all about Saving Money. Just as with any task, saving money can be broken down into stages. In this case I outlined “4 Quadrants of Saving” to illustrate how each quadrant (or stage) builds on the previous one, and how the task can be made more achievable.