In the hustle and bustle of the holiday season, it's easy to start a new year without reviewing your investments. Finley Alexander Wealth Management encourages the "Three R's"
REVISIT – What are you saving for, and what is your time frame for spending your savings? You may be saving for retirement, your children's education, a new home, or something else. Are you putting the right amount away to reach your goal within your time frame?
REFOCUS – Are your investments aligned with your goals and timeline? Are there other options that could serve your goals better?
REVIEW RISK – Don’t “set and forget” your investments. Risk changes, so it's important to review annually.
Finley Alexander can help you review your investments and give you a free risk assessment.
Learn more here.
