Tag: life changing events
Are you financially ready to ring in the New Year?
2016 is fast approaching, and while it may sound cliché, it is time to consider what your financial resolutions are for the coming year. As an investment advisor, I have some suggestions to share with you.
Wish your financial advisor Happy New Year in person
Keeping New Year’s resolutions is usually a good idea; failing to keep some resolutions can sometimes be quite costly.
