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Finley Alexander Wealth Management - End of Year Review

Posted at 2:29 PM, Dec 14, 2020
and last updated 2020-12-14 14:29:17-05

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.