9 Steps to Financial Fitness in the 4th Quarter

Welcome October and now we're in the last quarter of the year, Autumn is "almost" in the air. No more putting off your Spring cleaning. And if you did, this is your last chance to make good on your promises to yourself to get your Financial and Health Houses in order! Know what you don't know. 1. Time for a Wealth Check-Up - Take a look all those investment/savings statements. Do you need to make any adjustments? Do you even know if you should? "Trees don't grow to the sky." Warren Buffet 2. Stress Test Your Portfolio to see if it has endurance to last your retirement years. A Financial Check-Up will provide answers and give you peace of mind. 3. What goal did you say you would address t

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