Скачать или смотреть The 5-Step Financial Checkup You Should Do Every Year

New Years always feels like a natural reset.
Whether you set New Years resolutions for yourself or not, January is the perfect time to review your financial plan and make sure it still supports what matters most to you, whether that’s saving for retirement or purchasing a new home.

💡Here are 5 things to review at the start of each year:
1. Take inventory
2. Revisit your goals
3. Review your savings strategy
4. Check your investments
5. Review your risk management

If you’re not confident your current strategy is fully aligned, or you’d simply like a second opinion, I’m happy to help.
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Disclaimer: Darin Riddle is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC The subject matter in this communication is educational only and provided with the understanding that Sanctuary Wealth is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel, financial professionals, or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.