1 / 8

Top 5 financial goals you should consider for 2015

Let’s first talk about the most meaningful goals of the year. And when I say meaningful, I am talking about those that could most affect your financial situation. Keep in mind that you should not try to commit to too many things, but only those that are worthwhile for you, and those that you have the potential to achieve.

HelenChong
Download Presentation

Top 5 financial goals you should consider for 2015

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Top 5 Financial Goals You Should Consider for 2015 www.haylengroup.com

  2. www.haylengroup.com

  3. 1. Set up a Full Financial Plan. As a certified financial planner, I believe everyone should have a financial plan, and that they should review this plan each and every year. But it is interesting how few people actually have completed this type of planning. Every day, I meet with people either in or near retirement and almost all of them have never completed a plan. • www.haylengroup.com

  4. 2. Max out on your Annual Investments. Many people are not maxing out their annual contributions to retirement plans, savings accounts or even 529 plans for their kids’ college funds. It is a new year, and now is the time to figure out what the limit is for each plan, how much you can afford and ensure you are putting that amount away each month automatically. And by automatic, I mean that it comes out of your paycheck before you even see it. • www.haylengroup.com

  5. 3. Be prepared for paying your taxes through early planning. • www.haylengroup.com

  6. 4. Get your Finances Organized. It is important to keep your investment and tax documents, but sometimes having so much paper can get a little overwhelming. The best way to handle this is to have a system on how to handle paperwork. First, hang on to any statement that you cannot reproduce (meaning you don’t have online access). Also, if you have the ability, find a secure online storage system, and drop those documents into that program. • www.haylengroup.com

  7. 5. Finally, if you have debts of any kind, establish a plan to pay them off. If it is credit card debt, then take the smallest card and pay it off first, and then the next and the next. If you only have a mortgage, see if you can pay one or two more payments per year. This simple process could literally take years off of your mortgage. Why not make 2015 a debt-free retirement year? • www.haylengroup.com

  8. California offers a lot of diverse things to do and is a great place to live. When you are ready to buy or sell a home, we at Haylen Group are here to help you with all of your real estate needs! If you are unsure what your options are, call Helen Chong at (408) 800-LIST or email at Helen@HaylenGroup.com. You can also visit us at our website for available listings and additional information. • www.haylengroup.com

More Related