Five ideas for implementing your vision

Are you a decision maker? Of course, you are. You’ve made major decisions about your life, your family, your career, and all kinds of financial matters. You have done so with careful consideration and research.

But when it comes to the various financial matters that you currently need to pay attention to, are you doing enough? Are you anticipating your future financial needs accurately? Many people have a vision of the kind of life they’d like to lead someday. What’s missing is a strategy to help them achieve that vision.

Are you ready to start acting on your financial vision, but not sure what to focus on? Here are some ideas for getting started:

  1. Make sure that bad money habits aren’t impeding your progress towards financial security.
  2. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are nine big money mistakes to steer clear of, if possible.
  3. Quell  the stress, fear, and agony of making decisions about your employer stock.
  4. Ensure that your charitable donations are as tax efficient as possible.
  5. Determine if a Roth IRA is right for you.

I’m an educator at heart and a financial planner by profession. I don’t make decisions for my clients – I empower them with knowledge, so that they can make informed choices themselves. I help them plan for the years ahead.

Having a financial plan may bring you more than confidence – it may put you on the road to a better financial future. How can I help?

After a successful career in high-tech, Sheila McGinn, CFP® followed her passion and became a fee-only Financial Planner, where she helps clients navigate complex financial decisions and reach their financial goals.

Disclaimer: This content is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. For advice specific to your situation, consult a financial planner, accountant, and/or legal counsel. Reproduction of this material is prohibited without written permission from Brightview Financial Solutions, LLC, and all rights are reserved.