Start Tax Planning in 2016

The beginning of the year is the best time to start tax planning and financially preparing for your future. It’s all about creating a financial plan that supports your goals and what’s most important to you. Joe and Al discuss the ten happiest careers and go through a financial checklist to see if you are on track for retirement.

2:15 “If you can max out the 401(k) plan, do that. If you can’t, then do as much as you possibly can”

4:51 “This is a great New Year’s resolution: think about what’s important to you, if you had all the money and time in the world. Try to figure that out and start working on ways to get there”

8:53 “There are all sorts of things that you want to make sure that you encompass in your overall strategy and right now is the best time to map all this stuff out”

9:07 “What should I do for this year’s tax planning? The truth is, if you start in January you’re so much better off”

14:11 “Although they often work long hours, loan officers have the pleasure of helping people realize their dreams”

18:11 “Write down your financial resolutions but do it, do it right now. Identify your money morals”

22:06 “You need to know your investment personality, but you also need to understand what the money is doing for yourself”

35:12 “If you are a boomer and you feel like you’re behind, you’ve got to get started right now”

37:03 “You want to make sure that you continually do and execute everything that you planned out, right now. If you need help, that’s what our job is for—we want to make sure we hold our clients accountable for their goals”