The last few months of a year often prompt people to think about goals they want to pursue in the year ahead. If your goals include investment issues, an annual review with your financial advisor is an excellent opportunity to focus on what you need to do to pursue them. Every person's goals are unique, but you may want to think about the following areas when preparing for your review
Angie Furubotten-LaRosee, CFP® is a financial planner who helps regular people with "big picture" planning, focusing on their money and their lives.
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