Tracy L. Sherwood, CFP®

There’s still time to make 2018 a little more lucrative. Rather than starting 2019 with another financial resolution, Sharon Epperson’s host of CNBC Digital video series, “Retire Well” and “Your Money, Your Future” suggests 8 year-end money moves that may help. All eight are important to revisit, which is why we are discussing and/or assisting clients with these items when we meet with them throughout the year. And as Sharon points out, this is an ideal time of the year to #7 Go over financial goals with your family. However to expand on that a bit, I do encourage you to discuss some goals for the New Year. This should be a fun time of year so you are in the right frame of mind to set 1-2 goals that liberate your energy and inspire you; something you would like to accomplish next year or over the next 1-3 years. Next, let’s discuss what you came up with, and what additional resources you will need, or what you will have to change in your life to get there.  Make 2019 a great year!

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