Add These Five Things For Your 2018 Financial Planning To Do List

Make 2018 the year you finally get your finances organized

Photo by Green Chameleon on Unsplash

For better or worse, 2017 is in the history books. If 2017 was a great year for you, congratulations. 2018 presents an opportunity to build on that success. If you had a more challenging year, the new year offers fresh start, new opportunities and hope for a better future.

As you prepare for the year ahead, consider adding these 5 things to your 2018 financial planning to do list.

Happy New Year!

My New Year’s resolution is to bring a little more joy into my life. To me that means being a little less uptight, having a little fun once in a while, and not caring so much about what others may think.

Heck, I might even leave my tie at home once in a while. Wow, how crazy is that?

I will be back from my brief blog break the week of January 8th. In the meantime, I hope you enjoy this fun little video from the Piano Guys.

What is your resolution for the new year?

 

Happy Holidays!

Happy Holidays to you and your family. I will be enjoying a brief, blog break over the next two weeks. Rest assured, I will return in the New Year with plenty of fresh new content.

I hope your holiday season is filled with love and peace.

After 25 Years, This Is What I Am Thankful For

 

November 22nd, 1992.

That was my first official day as a financial planner. For several months, I had been working hard to get licensed, establish a network of contacts, and get set up to hit the ground running, but Wednesday, November 22, 1992 was my official first day on the job.

My manager generously allowed me to celebrate by taking the next day off. The fact that the next day was Thanksgiving and he wanted to spend it with his family, I am sure was just a coincidence.

Back then, the only days we had off were Sundays and major Federal holidays. The Friday after Thanksgiving was not one of them. So, on Friday the 24th I was back at it – or maybe I should say “at it” since I hadn’t really even gotten started yet.

Veterans Day 2017

World War I officially ended at “the eleventh hour, of the eleventh day, of the eleventh month” in 1918. A year later, Woodrow Wilson proclaimed November 11th to be “Armistice Day”.

Congress declared November 11th to be “Veterans Day” in 1954. Since then, we’ve taken this day to recognize and honor all military veterans, both living and dead, who have honorably served in the U.S. Armed Forces.

If you are a military veteran, thank you for your service.