3 “Must do’s” before the end of this year.

This time of year gets so busy preparing for all of the upcoming holidays. We spend hours on our guest lists, gift lists, and decorations. I have 3 financial things you must do before the end of the year.
1. Rebalance your portfolio. There have been a lot of investments that have grown this year, you need to rebalance to be able to keep those gains and stay in line with your risk tolerance.
2. Don’t forget to take your Required Minimum Distribution. If you miss this withdrawal, you will pay a 50% penalty.
3. Review and adjust your budget. I am assuming that you have a budget – if not – make one right now! Did you end up spending more in some areas vs. others? Did you pay off a debt? You need to review and adjust your budget annually to stay on track with your short and long term goals.

Set yourself up for a successful 2018 by attending to these “must do’s”

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