![]() 2021 is finally here! We all tend to feel like we are starting with a clean slate as we kick off the new year. It feels like a new beginning... From a financial perspective, it is a great time to take stock of your family’s current savings plan and ask yourself if there is room to save more or if you are missing opportunities to save in a more tax-efficient way. Here are a few of our favorite tips that are often overlooked.
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Would you build a house without architectural plans? Would you take an extended road trip without GPS? Yet we often invest our money without a strategy (roadmap) in mind. When we generalize goals over longer time horizons, we have no idea if they are realistic or if we are on track to accomplish them in a time frame that we have in mind. Instead we live in fear that things won’t work out the way we hope they will. What’s wrong with that?
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AuthorJenifer Aronson is the Founder of Mosaic Fi. Archives
February 2021
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