WINTER REVIEW

Winter ReviewIt’s that time of the year again, time for your winter review. As we feel the cold bite in the morning air, we are reminded that winter is not far off. Although the official first day is not until December 21, we can feel it now. As you cozy up to the fire and sip your hot chocolate, look back over the last eleven months.

Did last year’s financial preparations yield what you expected? Before you plan for next year, a review of this year is in order. Were you successful in saving what you wanted? Did you make the investments you planned to make? How about your 401(k) contributions or your Solo(k) if you’re self-employed? Have you done your pre-planning for 2018 taxes?

This holiday season might be a great time to assure you have a prosperous 2019. To do so, planning is essential and one of the best ways is to consult with a Certified Financial Planner (CFP). Sitting down before the year is out and setting goals for the upcoming year with a professional is a good investment.

Les Merritt, a CFP and a CPA, can help. His extensive knowledge of not only investment but also tax liability make him a logical choice for the person to look at all the factors to consider in your preparation for the new year. He can also let you know about last minute financial activities that can save you on 2018 taxes.

Why not consult with Les who has been consulting others for year-end planning for their businesses and personal finances. His practice has been helping others for decades and can help you too. Contact his office at (919) 269-8553 and set an appointment for your winter review. Move forward with the confidence that yours will be a prosperous and happy new year.

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