The beginning is always today.

-Mary Shelley

 

What Issues to Consider at the Start of the Year

The start of the year is a great time for a financial check-up. As you reflect back on the prior year, you may be motivated to consider making changes for the future. If you are looking to make a fresh start this year, here is a checklist that covers fundamental financial considerations:

What Issues Should I Consider At The Start Of The Year

 

Organizing Your Financial Records

An important part of managing your personal finances is keeping your financial records organized. What financial documents should you keep? For how long? Where should they be kept? Read more here.

 

Photo of the Week

Kathy and John Washburn ringing in the New Year in Las Vegas!

 

This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.