Are you spending time reviewing your financial plan or previewing your financial plan?
I believe that we spend too much reviewing what has already had happened instead of planning for what is to come.
CPAs are wonderful, but if you don’t engage with them throughout the year for tax planning all they can do is report what has already happened when you bring them all of your important tax documents. Essentially, they are just reviewing your previous year.
Financial planning is really about previewing what is to come and continue to make adjustments to the plan over time.
Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.
LPL Tracking # 1-05157175