Just when you feel like you can take a break after the busy holidays, now is when you realize how much you still need to do. Things you need to do for you. Is your portfolio in the right mix, balance, or allocation?
How about cash flow? When it comes to your investment income and requirements, this is a busy time, if not the busiest time of year. Many of you, because we work together, have already satisfied this year’s RMD or have adjusted your income stream.
Simple stuff, yet a matter of survival, so you can take that trip with your family to the beach this summer or a European river cruise with friends. That’s why you have the money. But making sure you live within your means or have someone whispering into your ear never hurts.
Action Line: Beat inertia. Now is the time to organize your money. I’m here.
Originally posted on Your Survival Guy.
