You can find guides and advice on how to “Spring Clean” your house, but do you take the time to “Spring Clean” your finances? Here are 3 things to consider when looing over your finances:
1. Asset Allocation
Does the portfolio construciton still meet your needs,
and stage in life?
2. Just Filed Taxes
Is there an opportunity to reduce tax liability though additional “qualified”
or tax-deferred savings and investing?
3. What do you do with a tax refund?
You lived without that money for the year; delay gratification even further by putting it to work in a Roth IRA, if you are eligible to utilize that savings method.
Investment advice and financial planning offered by Lodestone Wealth Management, LLC., A Registered Investment Advisor
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