It’s Year-End Planning Time!

I don’t know about you, but 2016 has felt like quite a blur in hindsight.

As I write this, Thanksgiving is around the corner and soon we’ll all be drinking eggnog, and sitting by the fireplace enjoying the freshly hung holiday decorations throughout the house.

As we approach the year’s end, now is usually that time when many of us start reflecting on the decisions we made throughout the earlier parts of the year, and whether or not those decisions helped us make progress towards successfully accomplishing our most important life goals.  If you wrote down a list, or made a mental note of all the things you wanted to accomplish this year, chances are that one or many of the items on your to-do list had to do with your financial security.

We’re human.  We want to plan ahead whenever possible, but sometimes life, with all its high’s and low’s in a fast-pace, ever-changing world, just gets in the way of our best planning intentions.

At Strategy Squad Insurance Services, we pay a lot of attention to the risks facing our clients.  Risks like not having a proper retirement savings strategy, or having too much money tied up in one asset class; risks to jobs or health that may impact their ability to provide safety and security for their family, or danger of not being able to maintain their desired standard of living during retirement.

There many choices and opportunities to diversify or improve your financial strategy. As we prepare for this year’s end, and the beginning of a new year, now might be the best time to talk to a Strategy Squad Financial Advisor about protecting and preserving your personal wealth!