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Have you thought about any of your new year’s resolutions? Right now is a great time to start thinking about creating your financial goals for 2024. Here with more is Chris Hobart, the Wealthologist… with Hobart Wealth in Charlotte. Every year millions of Americans make resolutions with every intention of keeping them; however falling short. “Many of us don’t have any real hopes of achieving our goals” says Hobart. He adds “only 9% of Americans who make new year's resolutions complete them and 91% fail. We don’t want you to approach your financial goals the way you do new year’s resolutions.”
Now is the time (2024) to talk about long-term goals and wealth management that can help you leave a lasting legacy for your family. “We want to encourage you to do a Financial Assessment” says Hobart. He adds “look at your investments do they need to be re-balanced?
Take a look at how your money is being taxed and are your insurance policies up to date? “Are you required to take your RMD (require minimum distribution) if of age? And what investments are negatively impacting you?”
These are some of the questions that Hobart Wealth can help you answer! Hobart Wealth can be thought of as a accountability partner where we help with the burden of finances as you enjoy your family. Don’t hesitate to Call/Text “Visit” to 704-703-5656 to schedule your financial checkup.
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