Hello,
“
The first step towards getting somewhere is to decide you’re not going to stay where you are.”
―
J.P. Morgan
A new year generally inspires the hopeful thought that
anything is possible. We resolve to eat better, exercise more, be bolder and pursue new hobbies and interests. However, you don’t need to wait until the new year to work toward your dreams.
Now is the perfect time to ensure you end the year with your best foot forward—in all aspects of life, financial or otherwise. There are only a few weeks left in the decade, and we hope you make the most of them, using the attached resources as a starting point.
Once the holidays are in full swing, it’s hard enough to keep up, let alone get ahead. Take advantage of the calm before the storm by talking with your spouse or advisor about what, if any, year-end financial opportunities you want to pursue. Our first article provides a list of seven actions you can take now to save money in the future. The next piece explores how much money individuals are putting away for retirement this year, and the number-one saver might surprise you. Next is an article with eight tax strategies that can help you optimize 2019. Whether your goals are related to finance or not, our fourth piece provides a thorough discussion on how you can become better at setting and achieving your goals. The final piece we’ve included offers nine considerations you should make when reviewing your equity compensation.
If you have any questions, would like to speak more about the ideas in this letter or want more information on the current state of the market, please contact me. I would be happy to chat.
Best,
Maureen
