Financial Planning

Start the Year on the Right Foot

Begin 2022 on the right foot!

The beginning of a new year is the perfect time to think about the various factors that can influence your planning.

For example:

  • Take a look at your progress toward your goals and consider any new goals you’ve set for yourself.
  • Evaluate your insurance coverages to make sure your risks are minimized.
  • Revisit your assets and debt and evaluate whether your risk tolerance continues to be appropriate.

Below you will find the checklist “What Issues Should I Consider at the Start of the Year?” This is a great piece to get you on the right track for the year.

Sometimes the incremental changes that occur year-to-year may not seem like a big deal. In reality, though, they can really add up. The financial planning that you do can evolve to protect and strengthen the people and organizations that are important to you.

If you are not currently doing your own financial planning or working with us through Allos+, we encourage you to check it out at Allos+ is a $75/month subscription service that gives you access to a financial advisor who can help you answer some of the most common financial planning questions by identifying your financial goals, assisting with budgeting and cash flow planning, planning for retirement income, and planning for education expenses. We would be happy to talk with you about our subscription service.

Checklist: What Issues Should I Consider at the Start of the Year?

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Allos Investment Advisors®, LLC.

The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.

Published for the blog on February 16, 2022 by Allos Investment Advisors®, LLC.


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