The start of every worthwhile journey to financial security begins with the end in mind. No plan is perfect, and it will evolve just as everything else in life. With 2021 quickly winding down, consumers should be thinking through these five to-dos before the year closes to ensure their financial security starts off on the right track in 2022.
There is extensive research that shows people who develop a holistic plan achieve financial security success at a greater rate than those who focus on investment-only strategies. Be sure to talk to your financial advisor today about all your options for success in 2022 and beyond.