20 Second Advisor: 5 Things To Do BEFORE 2019

  1. Retirement Contributions – Make 401k, IRA or employer contributions.
  2. Charitable Contributions – Give cash or appreciated investments to your favorite charities.
  3. 2018 Reflect – Did I save, give, and pay off what I planned?
  4. 2019 Plan – how much will I save, give, pay off? Decide NOW and set it up for next year!
  5. Be thankful and enjoy time with people you love – Gratitude keeps you in the moment

“Automate your priorities and they will happen…automatically”

Happy Holidays!

Leave a Comment