Happy New Year!
We hope you all had a wonderful holiday season and that 2019 is off to a good start!
As we enter the new year, it's a good time for everyone to assess where they stand in terms of their financial goals and plans going forward. If you've been meaning to get around to putting a solid financial or retirement plan in place, then now is the time. We understand that it's a lot easier to procrastinate and keep telling yourself you'll get around to it eventually, but something as important as your retirement is worth taking the time to plan for. We get it, it's a daunting task with numerous pieces to consider. That's no excuse. Planning for retirement takes a lot more thought than it did for past generations, so the sooner you get started, the better.
We have developed a very simple process that we call our
Chart Your Course to Retirement Plan that will walk you through all the key areas you'll need to address. We try our hardest to make planning for retirement as stress-free as possible. All you've got to do is let us know you'd like some help and we'll get to work putting the pieces of your retirement puzzle together with you.
If there is anything we can assist you with, then just let us know.
And, as always, remember -
The purpose of the money dictates where you put it.
James D. Stillman
A special THANKS to everyone who came out to our holiday party on December 8th. We all had a great time and we're glad to be able to spend time with our wonderful clients in a more casual setting.