Resolving to Get Your Financial House in Order

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As we welcome the New Year, it’s a natural time to look forward. We all look forward to achieving goals - to be a better friend, to lose weight, or commit to achieving lingering professional goals. We look forward to a fresh start, a clean slate, and an opportunity to do and be better.  

The New Year is also a great time to review your finances with fresh eyes. Wealth Advisor Melissa Walsh, CFP®, CFA, recently authored an article on SarasotaMagazine.com suggesting five steps as a starting point if you are resolving to get your financial house in order in 2019. 

Click here to read the complete article.