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Is Your Financial Plan Up-to-Date?

October 19, 2017 by Ed Becker

Fall is here, and all around there is a bustle as nature prepares for the winter.  Perhaps this is a good time of year too, for you to meet with your accountant, and make sure that you have enough squirreled away for your future.  It is a good idea to scrutinize your financial plan at least once a year and to meet with your accountant outside of the frenzied tax season.

Here are some options to discuss at a more leisurely pace:

  • dissect your monthly budget and spending plan
  • ensure that your investment plan is in sync with life changes, ex:  upcoming college expenses
  • apprise yourself of new tax laws and credits that you can use to your advantage

Meeting with your accountant outside of tax time is a wise way to plan for a positive financial future whether you are just starting out, in the middle of your career, or planning for retirement.

Find out more:  Start With A Financial Plan


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