The Hot Corner...

February 1, 2010

We Have A Suggestion For Your New Year's Resolution

One month down, eleven more to go! Time definitely moves fast. So, the question is: Have you made your New Year's resolution(s) and have you begun to implement them? Myself, I am still putting the wraps on 2009!

With many people, "getting organized" is a traditional resolution. Whether it is meant to simplify your life so you have more time to achieve your true resolution, or just plainly get your stuff together because you are a wreck, "getting organized" is a common goal.

From our perspective, getting your finances organized is an even more important resolution. Regardless of your investment goal(s), organizing your finances is step one to achieving said goal. How are you going to get to where you want to go if you do not know what you have to begin with!

Many would scoff at the notion they do not have their finances in order. How could we say this? We live in a world that places great importance in the exchange of goods for money so of course you know exactly what you have at any given time.

Wrong! You may know how much money you have in your checking account, but there is a great possibility you do not know where all of your retirement savings are.

Do you remember that 401(k) account you had with your first employer out of college? Or do you know what your current pension account is worth? Did you even know you had a pension account with your employer?

Sounds remedial, but it is often the case - people have money in accounts they either forgot about or they thought the amount was so little there was no need to consider it. Well, as an investment advisor, let us help you with your New Year's resolution(s) - ORGANIZE YOUR FINANCES!

Do this and you are one BIG step closer to achieving your investment goals!