– FINANCE –
GETTING YOUR DUCKS IN A ROW By Thomas Dowling
It is the beginning of the New Year and that means new things to do: Let that be getting your finances in order. It’s not as hard as you think. First, the main thing you need to do is ask yourself 3 questions:
HAD ANYTHING CHANGED IN MY LIFE LAST YEAR? You want to think about things such as, did you get married; did you have a child or did you change jobs? If so, this may require you to switch your investment strategies and possibly start saving for college, adjusting your spending, save more or less for retirement or get more insurance. 44 ParenthoodIQ.com • SPRING 2020
AM I CLOSER OR FURTHER AWAY FROM MY FINANCIAL GOALS? This answer will help you understand if you need to adjust your plan. If you are closer, great, you are doing it right; if you’re not, then find out why and see if you need to make a change.
