Terry Savage, Tribune Content Agency
Astoundingly, the year is almost over. And as the calendar races to the finish, you still haven’t gotten your finances in order and met with a financial planner you can trust. So much for New Year’s resolutions! But you still have time to start planning for this year and next — right now.
You likely need advice that goes beyond how to invest your retirement savings. What you really need is a trusted adviser to review your overall goals and your current situation — not only investments but your long-term goals, retirement plans, tax strategies and estate plan.
Financial planning can be an overwhelming project — but you don’t have to do it all at once. You do need to find an adviser who can help you with all these issues, introduce you to experts suc