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Financial Planning: Not Too Early for 2014 (Not Too Late for 2013)

Dec 13, 2013

Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s resolutions. But why wait until the first of the year? “There is no time like the present for financial planning, and it’s never too late,” said Eleanor Blayney, consumer advocate for CFP board and herself a CERTIFIED FINANCIAL PLANNER[™ professional,] who shared with Millionaire Corner a few last-minute financial planning tips.

Perhaps the best thing an individual can do in helping to firm up their financial foundation, Blayney said, is to take advantage of the time one takes now to make last minute adjustments, calculations and contributions. “As long as you have a calculator out or a pad and paper and some receipts, try to figure out what 2014 is going to look like,” she said. “A lot of times we’re very backward-looking when we’re doing our financial planning. We try to figure out what we will owe for this year, but this year is almost done. So while it’s very important to take a backward look to see what more you can get for tax purposes, it is also useful to use that time to do some projections.”  Read more >

Spectrem’s Millionaire Corner
Donald Liebenson
December 13, 2013

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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