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Your Vision: A Time to Reflect and Implement Change

As we approach the end of 2018 and look forward to 2019 with much optimism about the unknown, now is a good time to reflect on what has worked well for you in the past and identify areas for improvement. Too often we get so caught up in the daily rush of life that we don’t take time to stop, reflect and be more aware of our self and surroundings. 

In the hundreds of planning meetings we conduct each year, very seldom do we come across someone who wouldn’t want a redo or would approach life a little bit differently. Regret is powerful emotion that is hard to shake but in our view, it’s never too late to start over. Our last blog focused on 5 Year-End Planning Tips for 2018, so this week we want to explore the softer side of financial planning that our clients have come to know as Vision. 

We recently came across a Barron’s article by Robert Pagliarini titled, Financial Advisor Shares The 20 Best Financial Tips He Wished He Could Tell His 20-Year-Old Self . In the article, the author does a great job outlining some of the financial regrets he and his clients have felt over the years and the areas for improvement.  The list isn’t just for twenty-somethings; it resonated with us and we are sure some of the points will with you too.

  1. Take bigger risks
  2. Invest in yourself more
  3. Get money smart
  4. Move to opportunity
  5. Be more thoughtful about your life and goals
  6. Be obsessed with growth
  7. Develop the habit of savings/investing
  8. Do not take on debt for school
  9. Forget about balance
  10. Keep your core expenses low
  11. Upgrade your friends
  12. Focus on your health and energy
  13. Always be creating
  14. Use your other 8 hours wisely
  15. Stand out at work
  16. Change the way you think about your age
  17. Focus on your strengths
  18. Become aware of what drives you
  19. Take responsibility for everything
  20. Buy, invest and create assets
  21. Bonus tip: Have fun!

The take way for us is, it’s never too late to inject positive change into our lives. As we tell all of our clients, we get one shot at the game of life and our hope is to help you get the most out of it.

We wish you all the best in 2019 and look forward to what lies ahead!