Now that the year 2014 is upon us it’s time to start thinking about your financial goals for the year. Every year brings different financial goals for different people who invest, and it’s important to start your financial planning for the year early. Many people and investors ignore planning their financial goals and that usually keeps them from maximizing the returns they make on their investments.
Another reason why it’s important to plan right away is because you can check how last years investments did, and whether or not you want to move something somewhere else in your portfolio. It is very common for people to move investments around especially if the kinds of expected returns weren’t achieved. Watch this episode with Realtor Joe Terceira and financial planner Jeff Gregory of Desjardins Financial where they will discuss financial planning for the year 2014.
For more information on financial planning, or if you need the help of a top financial planner contact Jeff Gregory
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