20 Second Advisor: 5 Things To Do BEFORE 2019

- Retirement Contributions – Make 401k, IRA or employer contributions.
- Charitable Contributions – Give cash or appreciated investments to your favorite charities.
- 2018 Reflect – Did I save, give, and pay off what I planned?
- 2019 Plan – how much will I save, give, pay off? Decide NOW and set it up for next year!
- 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!