What You MUST Do to Be Successful in 2017

This is my final broadcast of the year, and it’s also perhaps the most important of the year. That’s because this week, it’s all about how to get your money—and your life—ready for 2017. So, where do you start? Well, the first place to start is to develop your 2017 “business plan.” This plan isn’t a typical business plan like you would have if you were running a company. Rather, it’s a financial plan that clearly states your goals, in concrete, numerical terms, including what kind of rate of return you need to make those goals a reality.  In today’s show, I present you with several big questions that only you can answer, questions that are key to your own big-picture financial plan. These questions include; your legacy needs, where you are with your “paperwork,” where you are with things such as wills, trusts, naming an executor, etc. Before you do anything else, you need to make sure you can answer the questions I pose in today’s show.  If you want to make sure you position yourself for financial and person success in 2017, then this show will likely be the most important of the year. Plus, how to identify your very own “investment policy statement.”