Tis The Season for Lists

Wp_Site_Admin Financial Planning, Portfolio Management, Tax Planning

‘Tis the season to review lists that we made either at the beginning of the year or at the beginning of the holiday season (and maybe even check them twice if you are like Santa). Lists are a great tool for many things. They give us a goal. They keep us focused. They give us feedback. Financial planners like goals, focus, and feedback. Financial planners love lists!

Perhaps a list’s biggest benefit is the reference point it provides when your plan is under “attack”. We all can relate to walking into the store (or clicking for those internet shoppers) and quickly realizing our list is being targeted by the store’s marketing team. The stores want “their list” to become “our list”. Enter without a list and you might end up with theirs very fast. Is that what you wanted?

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