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Take inventory of your 2008 Financial Situation.

Maybe you’ve been working with a financial advisor for many years now, or maybe you’re in the first few months of building that relationship.  Like some people, maybe you’ve never pursued working with a financial advisor for specific reasons.

We’re nearing the end of another year, and over the next couple of weeks, many people will take the time to set new goals or make New Years resolutions as we embark on 2008.

With that in mind, I encourage you to “take inventory” of your family or business’ financial situation.  If you’ve never put together a personal financial plan, it may be a good time to consider doing so.  Maybe you’ve developed specific financial strategies in the last couple of years, but remember, life circumstances change as do financial rules and regulations, so it may be worthwhile to go in for a “financial checkup.”  Whether your plans for 2008 include changing jobs, buying a new home, purchasing investment property, developing a plan to deplete bad debt, or beginning to save for retirement – I think you’ll find it worth your time to “take inventory” with someone you know and trust.

Contributed to by:

Aaron DeVos at Waddell & Reed Financial Advisors


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