First things first, go back and look at the goals you set at the end of the prior year. Course correct the best you can to keep your goals on track.
If you went through a significant life change, such as a marriage or a new child, take some time to revisit your finances to see if any changes need to be made.
Before the year comes to a close and everyone gets busy, sit down with your investment advisor to go over your asset allocation and review your investments.
Key Takeaways:
