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Top 5 Financial Goals You Should Consider for 2015

Top 5 Financial Goals You Should Consider for 2015. Celebrate the new by adding financial goals to your New Year's resolutions.

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Top 5 Financial Goals You Should Consider for 2015

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  1. Top 5 Financial Goals You Should Consider for 2015

  2. 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.

  3. 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.

  4. 3. Be prepared for paying your taxes through early planning.

  5. 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.

  6. 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?

  7. Contact Us • Congratulations on taking the first step to sell your home quickly and easily! If you have further questions you’d like to ask us regarding our buying process, who we are, or just would feel better speaking with a real person one-on-one, please give us a call! We want to work with you to make sure that you’re comfortable every step of the way and understand that this is a huge decision that you’re making! If we’re busy talking to another seller, please leave us a message and one of our trusted partners will get back to you within 24-48 hours… if not sooner! • 410-505-5910

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