During the fall, people prepare instinctively as the days get shorter and the air gets crisper. Before winter sets in, we rake the leaves and seal the windows. However, fall isn’t just about yard work, cozy sweaters, and pumpkin spice lattes. Financially, this is also an excellent time to plan for retirement.
With a fall financial checkup, you can keep an eye on your finances, take a step back, and make smart adjustments before the New Year. If you go into the holidays knowing you’re on track for long-term success, rather than waiting until January, you’ll be more confident about your financial future. Put it this way: it’s preventive maintenance for your finances.
