November 2, 2018
In Florida the weather has finally turned, down to a chilly 60 degrees last night – and I had to get several windows unstuck from their six-month closed position. I hope that all of you are enjoying the change of the seasons, and if the prospect of snow is a bit depressing, come visit your IRA in Orlando anytime.
It’s a great time of year to take a look at your investment performance as well. Will you accomplish the growth in your IRA this year compared to what you forecasted in January? Here is a brief checklist to consider that several of our clients use: