Almost everyone I know makes New Year's resolutions. Some people vow to get healthier. Some vow to change their personality. Some even choose to change their finances. Sadly, most people never carry their resolution through the whole year (or even January!) let alone their whole lives.
Your finances and the decision to improve your situation do not have to be tied to a tradition like New Year's. Whether you are saving for retirement, just retired and scared how long your money will last, or have been retired for a while and are looking for the best way to pass your assets onto the next generation, you need to start asking questions, getting complete answers you understand, and taking ACTION on those answers.Your resolution does not get to stop there! You will need continue forward and get updated information as the world changes. As your goals evolve, so will the financial climate.
Most failed financial programs are the result of lack of maintenance and/or failures to update the account holder and manager.
Your financial resolution should become a tradition all of its own!
To hear the Smart Money Radio Show segment focused on this topic, Please Click Here! (about 7 minutes long)
To hear the full Smart Money Radio Show where Bruce discusses this topic and more, Please Click Here! (about 25 minutes long)
