Broker Check

"After the Holidays" is Not Necessarily Best for Your Finances

| November 18, 2019
Share |

“After the Holidays” is Not Necessarily Best for Your Finances

This time of year is a popular time for putting things off. “After the holidays, I will make an appointment.” “After the holidays, I’ll eat healthily.” “After the holidays, I will attend to those tasks.”  There are many reasons why putting things off until after the holidays may not be the best course of action when it comes to your financial well-being. The holidays can be a time of poor monetary decisions - going over budget, getting into debt, not attending to year-end strategies which might be beneficial toward potential tax-reduction or charitable-gifting. You may actually have some time off during the holiday season whereby having a financial meeting or conversation may be convenient. You may even find you spent more time putting things off than addressing your financial affairs actually took. The year isn’t over yet - what opportunities might you be missing?

This information is provided for educational purposes only and not as specific advice for any individual.

Seek professional advice before taking any action in regard to your finances.

Share |